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 | $1,487 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,558 | $52,293-64.5% | $178,490-89.6% | $73,409-74.7% |
| Participation rate | 28.2% | 65.3%-37.2pp | 81.9%-53.8pp | 72.2%-44.0pp |
| Annual return | 12.14% | 34.75%-22.6pp | 151.07%-138.9pp | 59.29%-47.2pp |
| Employer contribution / active EE | $369 | $1,735-78.7% | $5,011-92.6% | $2,234-83.5% |
| Participant deferral / active EE | $532 | $2,332-77.2% | $5,202-89.8% | $3,805-86.0% |
| Admin fee / account holder | $43 | $127-66.6% | $13,984-99.7% | $158-73.0% |