Filed December 29, 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 14201 | Recordkeeping | $206 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,276 | $77,634-90.6% | $156,549-95.4% | $62,891-88.4% |
| Participation rate | 76.5% | 71.2%+5.3pp | 84.0%-7.5pp | 69.3%+7.2pp |
| Annual return | 7.53% | 50.32%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $619 | $3,444-82.0% | $5,501-88.7% | $2,281-72.9% |
| Participant deferral / active EE | $1,755 | $3,045-42.4% | $4,871-64.0% | $3,203-45.2% |
| Admin fee / account holder | $52 | $5,561-99.1% | $13,027-99.6% | $4,296-98.8% |