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 142010600 | Recordkeeping | $1,501 |
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 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 | $13,797 | $55,453-75.1% | $170,442-91.9% | $62,292-77.9% |
| Participation rate | 71.2% | 66.4%+4.8pp | 83.6%-12.4pp | 69.5%+1.6pp |
| Annual return | 17.60% | 21.38%-3.8pp | 205.93%-188.3pp | 28.90%-11.3pp |
| Employer contribution / active EE | $413 | $2,164-80.9% | $5,433-92.4% | $2,042-79.8% |
| Participant deferral / active EE | $669 | $2,303-70.9% | $4,939-86.5% | $3,169-78.9% |
| Admin fee / account holder | $102 | $455-77.5% | $13,880-99.3% | $479-78.7% |