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 | $1,892 |
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 | $88,809 | $60,795+46.1% | $69,455+27.9% | $65,185+36.2% |
| Participation rate | 64.3% | 74.9%-10.5pp | 74.6%-10.3pp | 70.2%-5.9pp |
| Annual return | 20.05% | 17.46%+2.6pp | 28.97%-8.9pp | 29.38%-9.3pp |
| Employer contribution / active EE | $1,774 | $2,452-27.7% | $2,779-36.2% | $2,177-18.5% |
| Participant deferral / active EE | $2,715 | $3,162-14.1% | $3,535-23.2% | $3,514-22.7% |
| Admin fee / account holder | $22 | $314-92.8% | $3,839-99.4% | $847-97.3% |