Filed December 23, 2022
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 142010600 | Recordkeeping | $0 |
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 | $101,807 | $155,795-34.7% | $136,294-25.3% | $69,631+46.2% |
| Participation rate | 98.0% | 75.2%+22.8pp | 81.9%+16.1pp | 70.7%+27.4pp |
| Annual return | 20.10% | 232464.33%-232444.2pp | 5155.94%-5135.8pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $5,588 | $2,991+86.8% | $4,695+19.0% | $2,032+175.0% |
| Participant deferral / active EE | $6,525 | $5,394+21.0% | $6,247+4.5% | $3,224+102.4% |
| Admin fee / account holder | $106 | $128-17.5% | $9,243-98.9% | $110-4.2% |