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 | $660 |
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 | $43,661 | $61,272-28.7% | $149,673-70.8% | $71,457-38.9% |
| Participation rate | 34.8% | 62.5%-27.7pp | 78.8%-44.0pp | 67.9%-33.1pp |
| Annual return | 19.20% | 35.85%-16.6pp | 134.42%-115.2pp | 28.85%-9.6pp |
| Employer contribution / active EE | $624 | $2,378-73.8% | $4,818-87.1% | $2,588-75.9% |
| Participant deferral / active EE | $1,246 | $2,917-57.3% | $5,680-78.1% | $4,289-70.9% |
| Admin fee / account holder | $12 | $1,261-99.1% | $13,210-99.9% | $1,587-99.3% |