See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $2,627 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,718 | $46,292-3.4% | $143,757-68.9% | $64,808-31.0% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -19.30% | -10.05%-9.3pp | -0.04%-19.3pp | 32.82%-52.1pp |
| Employer contribution / active EE | $3,447 | $1,910+80.5% | $4,951-30.4% | $2,506+37.5% |
| Participant deferral / active EE | $4,410 | $2,646+66.7% | $5,637-21.8% | $4,310+2.3% |
| Admin fee / account holder | $265 | $154+72.3% | $14,673-98.2% | $188+41.1% |