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 | $1,214 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,403 | $52,884-48.2% | $84,750-67.7% | $55,167-50.3% |
| Participation rate | 72.5% | 67.5%+4.9pp | 76.6%-4.1pp | 69.0%+3.5pp |
| Annual return | 6.28% | 18.03%-11.8pp | 22.78%-16.5pp | 169.23%-162.9pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,152 | $2,644-18.6% | $3,712-42.0% | $3,054-29.6% |
| Admin fee / account holder | $25 | $581-95.7% | $5,332-99.5% | $504-95.0% |