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 | $52,637 |
Service code 13 · EIN 25-1408612 311 MAIN STREET · IRWIN, PA 15642 | Contract Administrator | $7,286 |
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 | $37,812 | $64,119-41.0% | $112,228-66.3% | $66,914-43.5% |
| Participation rate | 96.2% | 68.5%+27.8pp | 75.1%+21.2pp | 69.8%+26.4pp |
| Annual return | -15.81% | -13.81%-2.0pp | 27.45%-43.3pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,611 | $3,005-46.4% | $3,635-55.7% | $2,544-36.7% |
| Participant deferral / active EE | $4,705 | $3,693+27.4% | $4,728-0.5% | $4,237+11.1% |
| Admin fee / account holder | $182 | $625-70.8% | $6,410-97.2% | $593-69.3% |