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 | $13,290 |
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 | $59,848 | $65,557-8.7% | $64,056-6.6% | $71,457-16.2% |
| Participation rate | 87.0% | 73.2%+13.9pp | 72.3%+14.7pp | 67.9%+19.1pp |
| Annual return | 15.84% | 18.94%-3.1pp | 33.69%-17.8pp | 28.85%-13.0pp |
| Employer contribution / active EE | $3,085 | $2,669+15.6% | $2,747+12.3% | $2,588+19.2% |
| Participant deferral / active EE | $4,047 | $3,626+11.6% | $3,880+4.3% | $4,289-5.6% |
| Admin fee / account holder | $33 | $616-94.7% | $3,068-98.9% | $1,587-98.0% |