See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $14,754 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,587 | $49,915-82.8% | $154,803-94.5% | $74,304-88.4% |
| Participation rate | 94.1% | 54.0%+40.2pp | 78.1%+16.0pp | 60.3%+33.8pp |
| Annual return | 14.05% | 34.06%-20.0pp | 58.88%-44.8pp | 29.43%-15.4pp |
| Employer contribution / active EE | $1,807 | $1,611+12.1% | $4,305-58.0% | $2,241-19.4% |
| Participant deferral / active EE | $1,055 | $2,255-53.2% | $5,540-81.0% | $3,767-72.0% |
| Admin fee / account holder | $79 | $2,189-96.4% | $14,329-99.4% | $2,969-97.3% |