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 9-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 | $5,494 |
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 | $89,805 | $71,666+25.3% | $117,854-23.8% | $69,631+29.0% |
| Participation rate | 87.0% | 77.5%+9.5pp | 79.7%+7.4pp | 70.7%+16.4pp |
| Annual return | 130.25% | 18.86%+111.4pp | 335.08%-204.8pp | 27571.02%-27440.8pp |
| Employer contribution / active EE | $2,882 | $1,889+52.6% | $3,786-23.9% | $2,032+41.8% |
| Participant deferral / active EE | $1,902 | $3,340-43.0% | $4,482-57.6% | $3,224-41.0% |
| Admin fee / account holder | $210 | $120+74.7% | $8,020-97.4% | $110+90.3% |