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 | $1,568 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,134 | $62,928-74.4% | $172,739-90.7% | $67,579-76.1% |
| Participation rate | 28.3% | 64.5%-36.2pp | 82.6%-54.4pp | 71.3%-43.0pp |
| Annual return | 17.14% | 30.36%-13.2pp | 802.84%-785.7pp | 378.56%-361.4pp |
| Employer contribution / active EE | $349 | $1,636-78.7% | $5,143-93.2% | $2,148-83.7% |
| Participant deferral / active EE | $513 | $2,145-76.1% | $5,198-90.1% | $3,539-85.5% |
| Admin fee / account holder | $51 | $167-69.2% | $13,954-99.6% | $142-63.9% |