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 | $540 |
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 | $42,034 | $61,616-31.8% | $105,722-60.2% | $55,167-23.8% |
| Participation rate | 61.0% | 72.9%-11.9pp | 78.9%-17.9pp | 69.0%-8.0pp |
| Annual return | 7.16% | 11.15%-4.0pp | 12.25%-5.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $2,341 | $3,043-23.1% | $4,079-42.6% | $1,963+19.3% |
| Participant deferral / active EE | $3,788 | $4,213-10.1% | $5,326-28.9% | $3,054+24.0% |
| Admin fee / account holder | $43 | $379-88.7% | $8,308-99.5% | $504-91.5% |