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 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,766 |
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 | $54,074 | $74,024-27.0% | $77,999-30.7% | $57,658-6.2% |
| Participation rate | 75.4% | 79.7%-4.3pp | 75.5%-0.1pp | 70.2%+5.2pp |
| Annual return | 12.38% | 12.14%+0.2pp | 425.96%-413.6pp | 5.13%+7.3pp |
| Employer contribution / active EE | $2,023 | $2,365-14.5% | $2,470-18.1% | $1,974+2.5% |
| Participant deferral / active EE | $3,702 | $3,533+4.8% | $3,497+5.9% | $3,061+21.0% |
| Admin fee / account holder | $145 | $93+55.6% | $5,480-97.4% | $95+53.4% |