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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
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 | $32,662 | $36,767-11.2% | $81,478-59.9% | $62,292-47.6% |
| Participation rate | 45.2% | 54.4%-9.3pp | 68.0%-22.8pp | 69.5%-24.3pp |
| Annual return | 14.41% | 173.80%-159.4pp | 38.78%-24.4pp | 28.90%-14.5pp |
| Employer contribution / active EE | $880 | $1,128-22.0% | $2,568-65.7% | $2,042-56.9% |
| Participant deferral / active EE | $2,070 | $2,111-1.9% | $3,537-41.5% | $3,169-34.7% |
| Admin fee / account holder | $94 | $797-88.2% | $4,561-97.9% | $479-80.4% |