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 99 · EIN 04-2675571 | Other Fees | $27,268 |
Service code 49 7000 E GENESEE STREET · FAYETTEVILLE, NY 13066 | Other Services | $5,185 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,588 | $59,584+18.5% | $86,874-18.7% | $79,386-11.1% |
| Participation rate | 100.0% | 67.7%+32.3pp | 71.6%+28.4pp | 70.7%+29.3pp |
| Annual return | 13.21% | 23.15%-9.9pp | 63.52%-50.3pp | 116.85%-103.6pp |
| Employer contribution / active EE | $4,285 | $1,768+142.4% | $2,495+71.7% | $2,427+76.5% |
| Participant deferral / active EE | $3,177 | $3,036+4.6% | $3,699-14.1% | $4,046-21.5% |
| Admin fee / account holder | $17 | $604-97.2% | $5,828-99.7% | $626-97.3% |