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 | $984 |
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 | $153,797 | $62,586+145.7% | $76,768+100.3% | $64,186+139.6% |
| Participation rate | 97.7% | 72.8%+24.9pp | 77.0%+20.8pp | 69.6%+28.2pp |
| Annual return | -5.46% | -1.95%-3.5pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $7,906 | $1,832+331.6% | $2,485+218.1% | $2,381+232.1% |
| Participant deferral / active EE | $8,170 | $3,145+159.8% | $3,852+112.1% | $3,470+135.5% |
| Admin fee / account holder | $33 | $4,667-99.3% | $6,675-99.5% | $4,888-99.3% |