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 | $627 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,158 | $95,416-53.7% | $185,823-76.2% | $85,850-48.6% |
| Participation rate | 54.4% | 68.8%-14.3pp | 81.7%-27.3pp | 69.3%-14.9pp |
| Annual return | 15.12% | 23.59%-8.5pp | 122.05%-106.9pp | 318.53%-303.4pp |
| Employer contribution / active EE | $863 | $3,314-74.0% | $5,167-83.3% | $2,565-66.4% |
| Participant deferral / active EE | $1,642 | $3,423-52.0% | $5,568-70.5% | $3,952-58.5% |
| Admin fee / account holder | $14 | $7,213-99.8% | $16,237-99.9% | $6,260-99.8% |