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 | $659 |
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 | $33,373 | $85,202-60.8% | $172,739-80.7% | $72,985-54.3% |
| Participation rate | 68.5% | 70.1%-1.6pp | 82.6%-14.2pp | 69.5%-1.0pp |
| Annual return | 23.97% | 27.32%-3.4pp | 802.84%-778.9pp | 81.00%-57.0pp |
| Employer contribution / active EE | $975 | $3,324-70.7% | $5,143-81.0% | $2,440-60.0% |
| Participant deferral / active EE | $1,678 | $3,260-48.5% | $5,198-67.7% | $3,607-53.5% |
| Admin fee / account holder | $16 | $5,884-99.7% | $13,954-99.9% | $5,124-99.7% |