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 15 · EIN 01-0233346 P.O. BOX · BUFFALO, NY 142010600 | Recordkeeping | $2 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,249 | $75,183-63.8% | $123,892-78.0% | $55,167-50.6% |
| Participation rate | 65.8% | 72.8%-7.0pp | 81.4%-15.6pp | 69.0%-3.2pp |
| Annual return | 13.55% | 19.01%-5.5pp | 47.52%-34.0pp | 169.23%-155.7pp |
| Employer contribution / active EE | $604 | $2,823-78.6% | $4,617-86.9% | $1,963-69.2% |
| Participant deferral / active EE | $3,357 | $5,084-34.0% | $5,984-43.9% | $3,054+9.9% |
| Admin fee / account holder | $29 | $663-95.6% | $8,357-99.7% | $504-94.2% |