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 | $31,474 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,480 | $111,491+39.5% | $189,513-18.0% | $86,799+79.1% |
| Participation rate | 72.3% | 87.3%-15.1pp | 87.8%-15.5pp | 72.3%0pp |
| Annual return | 16.43% | 83.50%-67.1pp | 555.15%-538.7pp | 97.91%-81.5pp |
| Employer contribution / active EE | $2,175 | $3,951-44.9% | $6,162-64.7% | $2,405-9.6% |
| Participant deferral / active EE | $4,542 | $6,437-29.4% | $8,221-44.8% | $4,131+10.0% |
| Admin fee / account holder | $97 | $189-48.4% | $12,045-99.2% | $170-42.6% |