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 | $23,477 |
Service code 49 7000 E GENESEE STREET · FAYETTEVILLE, NY 13066 | Other Services | $5,559 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,730 | $56,423-1.2% | $77,163-27.8% | $71,457-22.0% |
| Participation rate | 98.3% | 64.3%+34.0pp | 69.6%+28.7pp | 67.9%+30.4pp |
| Annual return | 15.68% | 19.05%-3.4pp | 37.87%-22.2pp | 28.85%-13.2pp |
| Employer contribution / active EE | $4,135 | $1,866+121.6% | $2,535+63.1% | $2,588+59.8% |
| Participant deferral / active EE | $3,783 | $3,142+20.4% | $3,833-1.3% | $4,289-11.8% |
| Admin fee / account holder | $19 | $1,429-98.7% | $5,472-99.6% | $1,587-98.8% |