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 |
MORNINGSTAR2 years 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 | $88,004 | $77,899+13.0% | $149,673-41.2% | $75,163+17.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.98% | 31.72%-16.7pp | 134.42%-119.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $6,085 | $3,137+94.0% | $4,818+26.3% | $2,670+127.9% |
| Participant deferral / active EE | $3,790 | $3,411+11.1% | $5,680-33.3% | $4,125-8.1% |
| Admin fee / account holder | $30 | $5,956-99.5% | $13,210-99.8% | $5,651-99.5% |