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 9-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 49 7000 E. GENESEE STREET · FAYETTEVILLE, NY 13066 | Other Services | $0 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,533 | $65,061+6.9% | $143,757-51.6% | $66,914+3.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -13.56% | -11.14%-2.4pp | -0.04%-13.5pp | 1.58%-15.1pp |
| Employer contribution / active EE | $4,365 | $2,361+84.9% | $4,951-11.8% | $2,544+71.6% |
| Participant deferral / active EE | $3,216 | $2,919+10.2% | $5,637-43.0% | $4,237-24.1% |
| Admin fee / account holder | $8 | $502-98.4% | $14,673-99.9% | $593-98.7% |