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 | $1,203 |
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 | $87,701 | $51,466+70.4% | $78,778+11.3% | $62,292+40.8% |
| Participation rate | 100.0% | 59.8%+40.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 16.75% | 19.96%-3.2pp | 35.62%-18.9pp | 28.90%-12.1pp |
| Employer contribution / active EE | $3,123 | $827+277.5% | $1,986+57.3% | $2,042+52.9% |
| Participant deferral / active EE | $4,774 | $2,147+122.3% | $2,958+61.4% | $3,169+50.6% |
| Admin fee / account holder | $63 | $489-87.1% | $5,134-98.8% | $479-86.9% |