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 14201 | Recordkeeping | $302 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $36,066 | $51,197-29.6% | $82,719-56.4% | $66,914-46.1% |
| Participation rate | 43.0% | 67.8%-24.8pp | 72.6%-29.6pp | 69.8%-26.8pp |
| Annual return | -18.54% | -9.64%-8.9pp | 701.18%-719.7pp | 1.58%-20.1pp |
| Employer contribution / active EE | $2,338 | $2,611-10.4% | $3,009-22.3% | $2,544-8.1% |
| Participant deferral / active EE | $4,817 | $3,458+39.3% | $4,395+9.6% | $4,237+13.7% |
| Admin fee / account holder | $204 | $416-51.0% | $5,329-96.2% | $593-65.7% |