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 9-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 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $3,294 |
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 | $28,919 | $106,028-72.7% | $146,958-80.3% | $77,643-62.8% |
| Participation rate | 33.6% | 78.4%-44.7pp | 82.2%-48.5pp | 70.6%-37.0pp |
| Annual return | 16.77% | 56.73%-40.0pp | 418.34%-401.6pp | 31.24%-14.5pp |
| Employer contribution / active EE | $1,283 | $4,063-68.4% | $4,933-74.0% | $2,726-52.9% |
| Participant deferral / active EE | $2,267 | $7,990-71.6% | $8,070-71.9% | $4,647-51.2% |
| Admin fee / account holder | $94 | $337-72.1% | $12,998-99.3% | $430-78.2% |