See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $572 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,457 | $91,552-44.9% | $133,956-62.3% | $79,858-36.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.02% | 61.85%-46.8pp | 45.09%-30.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,889 | $2,384-20.7% | $3,919-51.8% | $2,471-23.5% |
| Participant deferral / active EE | $1,168 | $3,733-68.7% | $5,048-76.9% | $3,740-68.8% |
| Admin fee / account holder | $104 | $6,321-98.4% | $8,927-98.8% | $5,306-98.0% |