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 16-1450952 150 STATE STREET · ROCHESTER, NY 23606 | Recordkeeping | $14,260 |
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 | $122,793 | $111,608+10.0% | $177,821-30.9% | $73,409+67.3% |
| Participation rate | 84.7% | 87.9%-3.2pp | 87.7%-3.1pp | 72.2%+12.5pp |
| Annual return | 14.27% | 18.23%-4.0pp | 48.32%-34.1pp | 59.29%-45.0pp |
| Employer contribution / active EE | $2,224 | $3,796-41.4% | $5,918-62.4% | $2,234-0.4% |
| Participant deferral / active EE | $4,693 | $6,199-24.3% | $7,714-39.2% | $3,805+23.3% |
| Admin fee / account holder | $37 | $166-77.7% | $12,427-99.7% | $158-76.7% |