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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,098 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,856 | $43,466-24.4% | $90,951-63.9% | $90,288-63.6% |
| Participation rate | 30.6% | 62.5%-31.8pp | 69.0%-38.4pp | 73.4%-42.7pp |
| Annual return | 17.26% | 25.26%-8.0pp | 134.60%-117.3pp | 53.97%-36.7pp |
| Employer contribution / active EE | $236 | $840-71.9% | $2,122-88.9% | $2,524-90.6% |
| Participant deferral / active EE | $1,019 | $2,138-52.3% | $3,373-69.8% | $4,232-75.9% |
| Admin fee / account holder | $163 | $92+77.4% | $5,959-97.3% | $114+42.9% |