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 | $307 |
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 | $103,390 | $65,322+58.3% | $70,449+46.8% | $73,488+40.7% |
| Participation rate | 77.1% | 77.0%+0.2pp | 75.1%+2.1pp | 70.7%+6.4pp |
| Annual return | 17.21% | 15.71%+1.5pp | 109.03%-91.8pp | 28.51%-11.3pp |
| Employer contribution / active EE | $2,309 | $2,460-6.1% | $2,737-15.6% | $2,270+1.7% |
| Participant deferral / active EE | $3,637 | $3,375+7.8% | $3,709-1.9% | $3,740-2.7% |
| Admin fee / account holder | $1 | $214-99.3% | $3,845-100.0% | $513-99.7% |