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 | $586 |
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 | $126,308 | $56,199+124.8% | $67,652+86.7% | $59,632+111.8% |
| Participation rate | 97.7% | 71.5%+26.3pp | 75.7%+22.1pp | 68.7%+29.1pp |
| Annual return | -1.21% | 18505.31%-18506.5pp | 6625.04%-6626.3pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $7,682 | $1,614+375.8% | $2,266+239.1% | $2,203+248.8% |
| Participant deferral / active EE | $8,009 | $2,844+181.6% | $3,560+125.0% | $3,192+150.9% |
| Admin fee / account holder | $19 | $3,958-99.5% | $4,821-99.6% | $4,297-99.6% |