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 | $1,944 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,401 | $64,871+53.2% | $129,110-23.0% | $66,914+48.5% |
| Participation rate | 99.0% | 74.0%+25.1pp | 77.3%+21.8pp | 69.8%+29.2pp |
| Annual return | -17.79% | -12.21%-5.6pp | -10.94%-6.8pp | 1.58%-19.4pp |
| Employer contribution / active EE | $5,881 | $3,741+57.2% | $5,052+16.4% | $2,544+131.1% |
| Participant deferral / active EE | $8,746 | $5,090+71.8% | $6,542+33.7% | $4,237+106.4% |
| Admin fee / account holder | $431 | $629-31.4% | $14,302-97.0% | $593-27.3% |