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 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $10,289 |
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 | $41,474 | $55,002-24.6% | $59,878-30.7% | $56,287-26.3% |
| Participation rate | 93.9% | 75.9%+18.0pp | 74.7%+19.2pp | 69.9%+24.1pp |
| Annual return | -3.40% | 1.13%-4.5pp | 3.46%-6.9pp | -9.96%+6.6pp |
| Employer contribution / active EE | $2,279 | $2,448-6.9% | $2,722-16.3% | $2,111+8.0% |
| Participant deferral / active EE | $3,327 | $3,121+6.6% | $3,402-2.2% | $3,350-0.7% |
| Admin fee / account holder | $29 | $236-87.7% | $3,590-99.2% | $521-94.5% |