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 | $707 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,975 | $76,000-64.5% | $154,107-82.5% | $64,186-58.0% |
| Participation rate | 67.9% | 70.4%-2.5pp | 83.0%-15.1pp | 69.6%-1.7pp |
| Annual return | -7.00% | 30.32%-37.3pp | 735.12%-742.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $824 | $3,351-75.4% | $5,298-84.5% | $2,381-65.4% |
| Participant deferral / active EE | $1,501 | $3,175-52.7% | $5,081-70.5% | $3,470-56.7% |
| Admin fee / account holder | $16 | $5,596-99.7% | $13,411-99.9% | $4,888-99.7% |