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 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $306 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,098 | $70,908-56.1% | $98,907-68.6% | $73,488-57.7% |
| Participation rate | 20.8% | 73.8%-53.0pp | 76.0%-55.3pp | 70.7%-49.9pp |
| Annual return | 11.58% | 34.17%-22.6pp | 196.43%-184.8pp | 28.51%-16.9pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $763 | $3,500-78.2% | $4,244-82.0% | $3,740-79.6% |
| Admin fee / account holder | $20 | $535-96.2% | $6,642-99.7% | $513-96.1% |