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 | $982 |
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 | $53,853 | $78,419-31.3% | $133,956-59.8% | $73,409-26.6% |
| Participation rate | 91.4% | 78.6%+12.8pp | 79.8%+11.6pp | 72.2%+19.2pp |
| Annual return | 17.91% | 33.35%-15.4pp | 45.09%-27.2pp | 59.29%-41.4pp |
| Employer contribution / active EE | $3,023 | $2,044+47.9% | $3,919-22.9% | $2,234+35.3% |
| Participant deferral / active EE | $2,770 | $3,925-29.4% | $5,048-45.1% | $3,805-27.2% |
| Admin fee / account holder | $265 | $161+64.3% | $8,927-97.0% | $158+67.8% |