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 OF AMERICA · NEW YORK, NY 100173206 | Recordkeeping | $1,216 |
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 | $72,901 | $55,002+32.5% | $59,878+21.7% | $56,287+29.5% |
| Participation rate | 78.0% | 75.9%+2.1pp | 74.7%+3.3pp | 69.9%+8.1pp |
| Annual return | -3.55% | 1.13%-4.7pp | 3.46%-7.0pp | -9.96%+6.4pp |
| Employer contribution / active EE | $2,061 | $2,448-15.8% | $2,722-24.3% | $2,111-2.4% |
| Participant deferral / active EE | $3,046 | $3,121-2.4% | $3,402-10.5% | $3,350-9.1% |
| Admin fee / account holder | $6 | $236-97.5% | $3,590-99.8% | $521-98.9% |