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 | $532 |
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 | $38,525 | $91,190-57.8% | $178,490-78.4% | $79,858-51.8% |
| Participation rate | 61.6% | 69.2%-7.6pp | 81.9%-20.3pp | 69.6%-8.0pp |
| Annual return | 20.91% | 24.19%-3.3pp | 151.07%-130.2pp | 31.71%-10.8pp |
| Employer contribution / active EE | $920 | $3,256-71.8% | $5,011-81.6% | $2,471-62.8% |
| Participant deferral / active EE | $1,673 | $3,236-48.3% | $5,202-67.8% | $3,740-55.3% |
| Admin fee / account holder | $9 | $6,751-99.9% | $13,984-99.9% | $5,306-99.8% |