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 | $2,925 |
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 | $87,162 | $60,989+42.9% | $60,874+43.2% | $66,914+30.3% |
| Participation rate | 94.7% | 74.5%+20.2pp | 73.1%+21.5pp | 69.8%+24.9pp |
| Annual return | -16.08% | -9.60%-6.5pp | 16.90%-33.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,623 | $2,661-1.4% | $2,701-2.9% | $2,544+3.1% |
| Participant deferral / active EE | $4,376 | $3,615+21.1% | $3,817+14.7% | $4,237+3.3% |
| Admin fee / account holder | $12 | $338-96.3% | $3,224-99.6% | $593-97.9% |