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 6-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 60 · BUFFALO, NY 142010600 | Recordkeeping | $723 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,042 | $40,385-40.5% | $80,569-70.2% | $74,419-67.7% |
| Participation rate | 21.9% | 47.4%-25.6pp | 67.0%-45.1pp | 70.7%-48.9pp |
| Annual return | 19.31% | 164.85%-145.5pp | 935.43%-916.1pp | 34.38%-15.1pp |
| Employer contribution / active EE | $614 | $1,496-59.0% | $2,723-77.5% | $2,637-76.7% |
| Participant deferral / active EE | $1,120 | $2,674-58.1% | $4,447-74.8% | $4,528-75.3% |
| Admin fee / account holder | $273 | $720-62.1% | $5,377-94.9% | $348-21.5% |