Filed April 24, 2024
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 | $816 |
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 | $42,200 | $66,302-36.4% | $110,238-61.7% | $56,287-25.0% |
| Participation rate | 98.7% | 74.9%+23.8pp | 79.8%+18.9pp | 69.9%+28.9pp |
| Annual return | -7.72% | -1.18%-6.5pp | 314.74%-322.5pp | -9.96%+2.2pp |
| Employer contribution / active EE | $2,717 | $2,047+32.7% | $3,826-29.0% | $2,111+28.7% |
| Participant deferral / active EE | $2,588 | $3,381-23.5% | $4,672-44.6% | $3,350-22.8% |
| Admin fee / account holder | $193 | $698-72.3% | $8,547-97.7% | $521-62.9% |