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 16-1503696 6 RHOADS DRIVE SUITE 7 · UTICA, NY 13502 | Recordkeeping | $22,593 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $37,122 | $62,586-40.7% | $76,768-51.6% | $64,186-42.2% |
| Participation rate | 72.0% | 72.8%-0.8pp | 77.0%-4.9pp | 69.6%+2.5pp |
| Annual return | 2.87% | -1.95%+4.8pp | 2.43%+0.4pp | 7.63%-4.8pp |
| Employer contribution / active EE | $424 | $1,832-76.9% | $2,485-82.9% | $2,381-82.2% |
| Participant deferral / active EE | $2,726 | $3,145-13.3% | $3,852-29.2% | $3,470-21.4% |
| Admin fee / account holder | $251 | $4,667-94.6% | $6,675-96.2% | $4,888-94.9% |