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 142010600 | Recordkeeping | $119,147 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,971 | $101,317-8.2% | $146,958-36.7% | $74,495+24.8% |
| Participation rate | 88.5% | 75.5%+13.0pp | 82.2%+6.3pp | 67.2%+21.3pp |
| Annual return | 14.31% | 8730.91%-8716.6pp | 418.34%-404.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $3,404 | $3,810-10.7% | $4,933-31.0% | $2,623+29.8% |
| Participant deferral / active EE | $13,058 | $7,303+78.8% | $8,070+61.8% | $4,346+200.5% |
| Admin fee / account holder | $389 | $1,739-77.6% | $12,998-97.0% | $1,942-80.0% |