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 | $13,914 |
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 | $58,923 | $74,706-21.1% | $75,696-22.2% | $79,386-25.8% |
| Participation rate | 97.7% | 75.3%+22.4pp | 74.8%+22.9pp | 70.7%+27.0pp |
| Annual return | 14.50% | 18.52%-4.0pp | 104.53%-90.0pp | 116.85%-102.4pp |
| Employer contribution / active EE | $3,047 | $2,590+17.7% | $2,743+11.1% | $2,427+25.5% |
| Participant deferral / active EE | $4,249 | $3,533+20.2% | $3,821+11.2% | $4,046+5.0% |
| Admin fee / account holder | $36 | $374-90.5% | $3,619-99.0% | $626-94.3% |