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 | $1,773 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,425 | $72,554+35.7% | $138,135-28.7% | $73,488+33.9% |
| Participation rate | 99.0% | 74.8%+24.1pp | 78.7%+20.3pp | 70.7%+28.3pp |
| Annual return | 16.46% | 17.50%-1.0pp | 20.51%-4.0pp | 28.51%-12.1pp |
| Employer contribution / active EE | $5,921 | $3,511+68.7% | $5,587+6.0% | $2,270+160.8% |
| Participant deferral / active EE | $8,702 | $4,908+77.3% | $6,431+35.3% | $3,740+132.7% |
| Admin fee / account holder | $204 | $464-56.1% | $11,856-98.3% | $513-60.2% |