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 13-3646501 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,138 |
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 | $55,168 | $61,214-9.9% | $83,333-33.8% | $56,287-2.0% |
| Participation rate | 82.4% | 72.6%+9.8pp | 77.8%+4.6pp | 69.9%+12.5pp |
| Annual return | -5.62% | 0.42%-6.0pp | 10.63%-16.3pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,119 | $1,925-41.9% | $3,379-66.9% | $2,111-47.0% |
| Participant deferral / active EE | $5,789 | $5,091+13.7% | $5,565+4.0% | $3,350+72.8% |
| Admin fee / account holder | $0 | $512-100.0% | $7,510-100.0% | $521-100.0% |