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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,827 | $37,393+9.2% | $77,024-47.0% | $66,914-39.0% |
| Participation rate | 70.4% | 52.9%+17.5pp | 67.9%+2.5pp | 69.8%+0.6pp |
| Annual return | -16.21% | -3.29%-12.9pp | 42.32%-58.5pp | 1.58%-17.8pp |
| Employer contribution / active EE | $492 | $1,531-67.9% | $2,812-82.5% | $2,544-80.7% |
| Participant deferral / active EE | $2,987 | $2,617+14.1% | $4,426-32.5% | $4,237-29.5% |
| Admin fee / account holder | $12 | $567-98.0% | $5,425-99.8% | $593-98.1% |