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 | $1,164 |
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 | $32,267 | $82,978-61.1% | $129,995-75.2% | $71,457-54.8% |
| Participation rate | 87.1% | 74.1%+13.0pp | 78.5%+8.6pp | 67.9%+19.2pp |
| Annual return | 18.21% | 20.60%-2.4pp | -137.18%+155.4pp | 28.85%-10.6pp |
| Employer contribution / active EE | $2,604 | $2,622-0.7% | $4,320-39.7% | $2,588+0.6% |
| Participant deferral / active EE | $4,573 | $4,432+3.2% | $5,820-21.4% | $4,289+6.6% |
| Admin fee / account holder | $280 | $1,729-83.8% | $10,614-97.4% | $1,587-82.4% |