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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.
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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 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $348 |
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 | $42,119 | $58,264-27.7% | $86,612-51.4% | $71,457-41.1% |
| Participation rate | 34.4% | 65.0%-30.6pp | 71.7%-37.3pp | 67.9%-33.5pp |
| Annual return | 12.92% | 21.63%-8.7pp | 591.07%-578.2pp | 28.85%-15.9pp |
| Employer contribution / active EE | $1,121 | $2,574-56.4% | $3,022-62.9% | $2,588-56.7% |
| Participant deferral / active EE | $2,272 | $3,436-33.9% | $4,438-48.8% | $4,289-47.0% |
| Admin fee / account holder | $235 | $1,057-77.7% | $5,614-95.8% | $1,587-85.2% |