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 9-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 | $216 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,767 | $88,122-81.0% | $141,162-88.1% | $67,579-75.2% |
| Participation rate | 36.6% | 76.5%-39.9pp | 82.5%-45.9pp | 71.3%-34.7pp |
| Annual return | 35.02% | 75.40%-40.4pp | 71.39%-36.4pp | 378.56%-343.5pp |
| Employer contribution / active EE | $828 | $3,224-74.3% | $4,735-82.5% | $2,148-61.5% |
| Participant deferral / active EE | $1,341 | $5,958-77.5% | $6,709-80.0% | $3,539-62.1% |
| Admin fee / account holder | $74 | $131-43.3% | $10,261-99.3% | $142-47.8% |