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 | $174 |
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 | $41,200 | $55,453-25.7% | $170,442-75.8% | $62,292-33.9% |
| Participation rate | 99.4% | 66.4%+33.0pp | 83.6%+15.8pp | 69.5%+29.8pp |
| Annual return | 12.91% | 21.38%-8.5pp | 205.93%-193.0pp | 28.90%-16.0pp |
| Employer contribution / active EE | $2,564 | $2,164+18.5% | $5,433-52.8% | $2,042+25.6% |
| Participant deferral / active EE | $1,841 | $2,303-20.1% | $4,939-62.7% | $3,169-41.9% |
| Admin fee / account holder | $120 | $455-73.7% | $13,880-99.1% | $479-75.0% |