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 | $198 |
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 | $37,405 | $47,977-22.0% | $154,107-75.7% | $56,287-33.5% |
| Participation rate | 99.4% | 66.2%+33.2pp | 83.0%+16.4pp | 69.9%+29.6pp |
| Annual return | 6.21% | 3.54%+2.7pp | 735.12%-728.9pp | -9.96%+16.2pp |
| Employer contribution / active EE | $1,453 | $2,169-33.0% | $5,298-72.6% | $2,111-31.1% |
| Participant deferral / active EE | $1,632 | $2,392-31.8% | $5,081-67.9% | $3,350-51.3% |
| Admin fee / account holder | $120 | $438-72.7% | $13,411-99.1% | $521-77.0% |