See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 14-1764768 1 EMPIRE DRIVE · RENSSELAER, NY 12144 | Recordkeeping | $52,781 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,753 | $50,815-41.4% | $155,509-80.9% | $77,643-61.7% |
| Participation rate | 92.6% | 63.1%+29.4pp | 78.2%+14.4pp | 70.6%+22.0pp |
| Annual return | 13.36% | 34.80%-21.4pp | 64.67%-51.3pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,421 | $1,993-28.7% | $4,672-69.6% | $2,726-47.9% |
| Participant deferral / active EE | $3,500 | $2,822+24.0% | $5,626-37.8% | $4,647-24.7% |
| Admin fee / account holder | $124 | $437-71.6% | $15,912-99.2% | $430-71.2% |