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 600 · BUFFALO, NY 14201 | Recordkeeping | $1,259 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,659 | $59,263-7.8% | $96,562-43.4% | $79,386-31.1% |
| Participation rate | 84.3% | 61.9%+22.4pp | 69.8%+14.5pp | 70.7%+13.6pp |
| Annual return | 16.24% | 27.07%-10.8pp | 37.78%-21.5pp | 116.85%-100.6pp |
| Employer contribution / active EE | $2,214 | $1,216+82.1% | $2,356-6.0% | $2,427-8.8% |
| Participant deferral / active EE | $3,602 | $2,948+22.2% | $3,849-6.4% | $4,046-11.0% |
| Admin fee / account holder | $353 | $658-46.3% | $6,181-94.3% | $626-43.6% |