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 5-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 | $983 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,570 | $102,317-89.7% | $146,958-92.8% | $80,856-86.9% |
| Participation rate | 83.1% | 75.8%+7.3pp | 82.2%+1.0pp | 67.6%+15.5pp |
| Annual return | 22.58% | 134.76%-112.2pp | 418.34%-395.8pp | 35.59%-13.0pp |
| Employer contribution / active EE | $1,039 | $3,713-72.0% | $4,933-78.9% | $2,755-62.3% |
| Participant deferral / active EE | $4,181 | $6,644-37.1% | $8,070-48.2% | $4,296-2.7% |
| Admin fee / account holder | $190 | $7,941-97.6% | $12,998-98.5% | $6,918-97.3% |