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... | $323 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,773 | $57,281-46.3% | $86,612-64.5% | $75,163-59.1% |
| Participation rate | 45.4% | 63.2%-17.8pp | 71.7%-26.3pp | 67.2%-21.8pp |
| Annual return | 8.43% | 2670.75%-2662.3pp | 591.07%-582.6pp | 160.62%-152.2pp |
| Employer contribution / active EE | $868 | $2,314-62.5% | $3,022-71.3% | $2,670-67.5% |
| Participant deferral / active EE | $1,619 | $3,318-51.2% | $4,438-63.5% | $4,125-60.8% |
| Admin fee / account holder | $5 | $4,112-99.9% | $5,614-99.9% | $5,651-99.9% |