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 | $96 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,338 | $52,953-29.5% | $172,739-78.4% | $65,185-42.7% |
| Participation rate | 99.4% | 66.2%+33.2pp | 82.6%+16.8pp | 70.2%+29.2pp |
| Annual return | 3.33% | 30.12%-26.8pp | 802.84%-799.5pp | 29.38%-26.1pp |
| Employer contribution / active EE | $1,486 | $2,190-32.1% | $5,143-71.1% | $2,177-31.7% |
| Participant deferral / active EE | $1,773 | $2,471-28.2% | $5,198-65.9% | $3,514-49.5% |
| Admin fee / account holder | $126 | $472-73.2% | $13,954-99.1% | $847-85.1% |