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 | $12,491 |
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 | $47,815 | $60,795-21.4% | $69,455-31.2% | $65,185-26.6% |
| Participation rate | 92.4% | 74.9%+17.5pp | 74.6%+17.8pp | 70.2%+22.2pp |
| Annual return | 18.63% | 17.46%+1.2pp | 28.97%-10.3pp | 29.38%-10.8pp |
| Employer contribution / active EE | $2,545 | $2,452+3.8% | $2,779-8.4% | $2,177+16.9% |
| Participant deferral / active EE | $3,796 | $3,162+20.1% | $3,535+7.4% | $3,514+8.0% |
| Admin fee / account holder | $34 | $314-89.2% | $3,839-99.1% | $847-96.0% |