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 14201 | Recordkeeping | $1,839 |
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 | $80,112 | $67,703+18.3% | $127,761-37.3% | $65,185+22.9% |
| Participation rate | 99.5% | 74.5%+25.0pp | 79.0%+20.5pp | 70.2%+29.3pp |
| Annual return | 22.18% | 24.36%-2.2pp | 26.14%-4.0pp | 29.38%-7.2pp |
| Employer contribution / active EE | $5,760 | $3,724+54.7% | $4,574+25.9% | $2,177+164.6% |
| Participant deferral / active EE | $8,482 | $4,787+77.2% | $6,021+40.9% | $3,514+141.4% |
| Admin fee / account holder | $37 | $618-94.0% | $9,395-99.6% | $847-95.6% |