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 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $180 |
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 | $81,970 | $42,546+92.7% | $71,796+14.2% | $55,167+48.6% |
| Participation rate | 100.0% | 59.1%+40.9pp | 69.1%+30.9pp | 69.0%+31.0pp |
| Annual return | 7.12% | 12.36%-5.2pp | 78.04%-70.9pp | 169.23%-162.1pp |
| Employer contribution / active EE | $3,040 | $803+278.4% | $1,924+58.0% | $1,963+54.9% |
| Participant deferral / active EE | $4,408 | $2,064+113.5% | $2,794+57.8% | $3,054+44.3% |
| Admin fee / account holder | $46 | $650-92.9% | $4,815-99.0% | $504-90.9% |