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 10-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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $1,445 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,779 | $56,317-22.3% | $71,209-38.5% | $74,304-41.1% |
| Participation rate | 71.9% | 55.1%+16.8pp | 73.8%-1.8pp | 60.3%+11.6pp |
| Annual return | 10.87% | 42.83%-32.0pp | 282.51%-271.6pp | 29.43%-18.6pp |
| Employer contribution / active EE | $2,263 | $2,160+4.8% | $2,721-16.8% | $2,241+1.0% |
| Participant deferral / active EE | $1,663 | $2,788-40.3% | $4,175-60.2% | $3,767-55.9% |
| Admin fee / account holder | $8 | $2,290-99.6% | $5,349-99.8% | $2,969-99.7% |