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 |
MORNINGSTAR3 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 | $78,909 | $55,415+42.4% | $155,509-49.3% | $74,495+5.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.91% | 268.50%-256.6pp | 64.67%-52.8pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $5,709 | $2,267+151.8% | $4,672+22.2% | $2,623+117.6% |
| Participant deferral / active EE | $3,385 | $2,836+19.3% | $5,626-39.8% | $4,346-22.1% |
| Admin fee / account holder | $22 | $1,738-98.8% | $15,912-99.9% | $1,942-98.9% |