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 | $2,931 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,879 | $95,274-69.7% | $135,903-78.8% | $74,419-61.2% |
| Participation rate | 34.0% | 78.2%-44.1pp | 81.9%-47.9pp | 70.7%-36.7pp |
| Annual return | 20.13% | 32.77%-12.6pp | 68.23%-48.1pp | 34.38%-14.3pp |
| Employer contribution / active EE | $1,412 | $3,874-63.5% | $4,856-70.9% | $2,637-46.5% |
| Participant deferral / active EE | $2,504 | $7,782-67.8% | $7,758-67.7% | $4,528-44.7% |
| Admin fee / account holder | $108 | $266-59.6% | $10,762-99.0% | $348-69.1% |