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 45-3210377 500 CORPORATE PKWY, STE. 108 · AMHERST, NY 14226 | Recordkeeping | $20,943 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,518 | $73,867-66.8% | $143,757-82.9% | $68,494-64.2% |
| Participation rate | 76.0% | 66.7%+9.3pp | 80.3%-4.3pp | 67.9%+8.1pp |
| Annual return | -16.93% | 1.01%-17.9pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $872 | $3,184-72.6% | $4,951-82.4% | $2,596-66.4% |
| Participant deferral / active EE | $2,548 | $3,384-24.7% | $5,637-54.8% | $4,027-36.7% |
| Admin fee / account holder | $272 | $5,755-95.3% | $14,673-98.1% | $5,403-95.0% |