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 | $2,354 |
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 | $52,926 | $37,044+42.9% | $71,796-26.3% | $57,658-8.2% |
| Participation rate | 95.1% | 61.1%+34.0pp | 69.1%+26.0pp | 70.2%+24.8pp |
| Annual return | 7.45% | 12.64%-5.2pp | 78.04%-70.6pp | 5.13%+2.3pp |
| Employer contribution / active EE | $1,091 | $720+51.5% | $1,924-43.3% | $1,974-44.7% |
| Participant deferral / active EE | $3,005 | $1,974+52.2% | $2,794+7.5% | $3,061-1.8% |
| Admin fee / account holder | $5 | $101-95.4% | $4,815-99.9% | $95-95.1% |