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 | $26,543 |
Service code 49 7000 E GENESEE STREET · FAYETTEVILLE, NY 13066 | Other Services | $5,419 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,394 | $50,199+8.4% | $70,092-22.4% | $66,914-18.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | -13.74% | -13.85%+0.1pp | 190.73%-204.5pp | 1.58%-15.3pp |
| Employer contribution / active EE | $3,841 | $1,864+106.1% | $2,559+50.1% | $2,544+51.0% |
| Participant deferral / active EE | $3,456 | $3,112+11.1% | $3,849-10.2% | $4,237-18.4% |
| Admin fee / account holder | $12 | $600-98.0% | $6,267-99.8% | $593-98.0% |