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 | $0 |
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 | $76,493 | $71,192+7.4% | $117,854-35.1% | $62,292+22.8% |
| Participation rate | 83.6% | 74.2%+9.3pp | 79.7%+3.9pp | 69.5%+14.1pp |
| Annual return | 13.22% | 18.66%-5.4pp | 335.08%-321.9pp | 28.90%-15.7pp |
| Employer contribution / active EE | $2,105 | $1,934+8.9% | $3,786-44.4% | $2,042+3.1% |
| Participant deferral / active EE | $4,711 | $3,189+47.8% | $4,482+5.1% | $3,169+48.7% |
| Admin fee / account holder | $10 | $587-98.3% | $8,020-99.9% | $479-98.0% |