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 | $152 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,807 | $65,061-43.4% | $143,757-74.4% | $66,914-45.0% |
| Participation rate | 97.4% | 65.2%+32.2pp | 80.3%+17.1pp | 69.8%+27.6pp |
| Annual return | -15.72% | -11.14%-4.6pp | -0.04%-15.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,935 | $2,361-18.0% | $4,951-60.9% | $2,544-23.9% |
| Participant deferral / active EE | $1,644 | $2,919-43.7% | $5,637-70.8% | $4,237-61.2% |
| Admin fee / account holder | $251 | $502-50.0% | $14,673-98.3% | $593-57.7% |