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 22-2725182 3136 WINTON ROAD SOUTH · ROCHESTER, NY 14623 | Recordkeeping | $3,491 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,743 | $73,102-30.6% | $123,544-58.9% | $56,287-9.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 0.57% | 3.01%-2.4pp | 119.20%-118.6pp | -9.96%+10.5pp |
| Employer contribution / active EE | $7,692 | $2,977+158.4% | $4,628+66.2% | $2,111+264.4% |
| Participant deferral / active EE | $6,818 | $5,423+25.7% | $6,426+6.1% | $3,350+103.5% |
| Admin fee / account holder | $15 | $554-97.3% | $9,284-99.8% | $521-97.1% |