See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-1624203 OF AMERICA · NEW YORK, NY 100173206 | Recordkeeping | $495 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $88,597 | $69,763+27.0% | $67,502+31.3% | $74,495+18.9% |
| Participation rate | 61.4% | 71.4%-10.0pp | 72.9%-11.5pp | 67.2%-5.8pp |
| Annual return | 14.84% | -40.34%+55.2pp | 3512.12%-3497.3pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $1,505 | $2,704-44.3% | $2,731-44.9% | $2,623-42.6% |
| Participant deferral / active EE | $2,342 | $3,636-35.6% | $4,000-41.5% | $4,346-46.1% |
| Admin fee / account holder | $2 | $896-99.8% | $3,998-100.0% | $1,942-99.9% |