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 | $72,070 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,492 | $53,136-69.0% | $155,509-89.4% | $199,593-91.7% |
| Participation rate | 47.0% | 64.1%-17.1pp | 78.2%-31.2pp | 72.0%-25.0pp |
| Annual return | 20.29% | 41.15%-20.9pp | 64.67%-44.4pp | 34.25%-14.0pp |
| Employer contribution / active EE | $496 | $1,851-73.2% | $4,672-89.4% | $3,034-83.7% |
| Participant deferral / active EE | $1,806 | $3,161-42.9% | $5,626-67.9% | $5,087-64.5% |
| Admin fee / account holder | $166 | $185-10.2% | $15,912-99.0% | $269-38.1% |