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 | $7,573 |
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 | $96,794 | $65,557+47.7% | $64,056+51.1% | $71,457+35.5% |
| Participation rate | 97.8% | 73.2%+24.6pp | 72.3%+25.5pp | 67.9%+29.8pp |
| Annual return | 17.94% | 18.94%-1.0pp | 33.69%-15.7pp | 28.85%-10.9pp |
| Employer contribution / active EE | $2,565 | $2,669-3.9% | $2,747-6.6% | $2,588-0.9% |
| Participant deferral / active EE | $4,090 | $3,626+12.8% | $3,880+5.4% | $4,289-4.6% |
| Admin fee / account holder | $34 | $616-94.5% | $3,068-98.9% | $1,587-97.8% |