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 | $30,780 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,547 | $86,897+30.7% | $151,611-25.1% | $64,808+75.2% |
| Participation rate | 85.9% | 87.3%-1.4pp | 87.5%-1.6pp | 71.5%+14.4pp |
| Annual return | -15.34% | -3.57%-11.8pp | 3.33%-18.7pp | 32.82%-48.2pp |
| Employer contribution / active EE | $2,356 | $4,010-41.2% | $6,166-61.8% | $2,506-6.0% |
| Participant deferral / active EE | $5,200 | $6,690-22.3% | $8,363-37.8% | $4,310+20.6% |
| Admin fee / account holder | $79 | $153-48.5% | $11,616-99.3% | $188-58.1% |