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 | $132 |
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 | $41,068 | $58,879-30.3% | $178,490-77.0% | $73,488-44.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 9.13% | 24.86%-15.7pp | 151.07%-141.9pp | 28.51%-19.4pp |
| Employer contribution / active EE | $2,439 | $2,236+9.1% | $5,011-51.3% | $2,270+7.4% |
| Participant deferral / active EE | $1,762 | $2,567-31.4% | $5,202-66.1% | $3,740-52.9% |
| Admin fee / account holder | $211 | $400-47.2% | $13,984-98.5% | $513-58.8% |