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 | $2,864 |
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 | $101,285 | $72,137+40.4% | $142,449-28.9% | $71,457+41.7% |
| Participation rate | 96.1% | 71.7%+24.4pp | 76.8%+19.3pp | 67.9%+28.2pp |
| Annual return | 17.33% | 21.15%-3.8pp | 19.99%-2.7pp | 28.85%-11.5pp |
| Employer contribution / active EE | $5,308 | $3,793+39.9% | $4,847+9.5% | $2,588+105.1% |
| Participant deferral / active EE | $7,829 | $5,280+48.3% | $6,283+24.6% | $4,289+82.5% |
| Admin fee / account holder | $416 | $1,433-70.9% | $10,011-95.8% | $1,587-73.8% |