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 7-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 | $2,242 |
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 | $0 | $33,745-100.0% | $64,105-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 59.4%-59.4pp | 68.2%-68.2pp | 69.2%-69.2pp |
| Annual return | -0.10% | 4.95%-5.0pp | 791.24%-791.3pp | 10.78%-10.9pp |
| Employer contribution / active EE | $1,121 | $641+75.0% | $1,820-38.4% | $1,899-40.9% |
| Participant deferral / active EE | $2,900 | $1,929+50.3% | $2,822+2.8% | $3,046-4.8% |
| Admin fee / account holder | $0 | $94-100.0% | $4,499-100.0% | $91-100.0% |