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 | $946 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,265 | $55,453-74.3% | $170,442-91.6% | $62,292-77.1% |
| Participation rate | 62.6% | 66.4%-3.8pp | 83.6%-21.0pp | 69.5%-6.9pp |
| Annual return | 10.17% | 21.38%-11.2pp | 205.93%-195.8pp | 28.90%-18.7pp |
| Employer contribution / active EE | $573 | $2,164-73.5% | $5,433-89.5% | $2,042-71.9% |
| Participant deferral / active EE | $701 | $2,303-69.6% | $4,939-85.8% | $3,169-77.9% |
| Admin fee / account holder | $33 | $455-92.7% | $13,880-99.8% | $479-93.1% |