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 14201 | Recordkeeping | $460 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $18,347 | $38,365-52.2% | $84,611-78.3% | $65,185-71.9% |
| Participation rate | 100.0% | 55.7%+44.3pp | 68.2%+31.8pp | 70.2%+29.8pp |
| Annual return | -12.29% | 32.00%-44.3pp | 258.74%-271.0pp | 29.38%-41.7pp |
| Employer contribution / active EE | $2,071 | $1,258+64.5% | $2,652-21.9% | $2,177-4.9% |
| Participant deferral / active EE | $4,777 | $2,278+109.7% | $3,899+22.5% | $3,514+35.9% |
| Admin fee / account holder | $249 | $451-44.8% | $4,912-94.9% | $847-70.6% |