Filed November 12, 2021
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 142010600 | Recordkeeping | $1,301 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,754 | $71,666-5.5% | $117,854-42.5% | $69,631-2.7% |
| Participation rate | 60.3% | 77.5%-17.2pp | 79.7%-19.3pp | 70.7%-10.3pp |
| Annual return | 17.38% | 18.86%-1.5pp | 335.08%-317.7pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $586 | $1,889-69.0% | $3,786-84.5% | $2,032-71.2% |
| Participant deferral / active EE | $2,659 | $3,340-20.4% | $4,482-40.7% | $3,224-17.5% |
| Admin fee / account holder | $39 | $120-68.0% | $8,020-99.5% | $110-65.1% |