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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,486 | $63,924-69.5% | $108,579-82.1% | $55,167-64.7% |
| Participation rate | 47.7% | 74.3%-26.6pp | 79.6%-31.8pp | 69.0%-21.3pp |
| Annual return | 6.46% | 15.31%-8.8pp | -51.70%+58.2pp | 169.23%-162.8pp |
| Employer contribution / active EE | $836 | $1,879-55.5% | $3,758-77.8% | $1,963-57.4% |
| Participant deferral / active EE | $1,258 | $3,067-59.0% | $4,311-70.8% | $3,054-58.8% |
| Admin fee / account holder | $72 | $618-88.4% | $7,645-99.1% | $504-85.8% |