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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,960 | $35,183+93.2% | $73,545-7.6% | $70,131-3.1% |
| Participation rate | 15.8% | 42.9%-27.1pp | 54.9%-39.1pp | 69.5%-53.8pp |
| Annual return | 13.83% | 26.90%-13.1pp | -15.16%+29.0pp | 73.14%-59.3pp |
| Employer contribution / active EE | $323 | $709-54.4% | $1,219-73.5% | $2,342-86.2% |
| Participant deferral / active EE | $531 | $1,220-56.5% | $1,806-70.6% | $3,332-84.1% |
| Admin fee / account holder | $18 | $2,302-99.2% | $2,320-99.2% | $4,645-99.6% |