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 | $23,194 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,989 | $61,272-31.5% | $149,673-71.9% | $71,457-41.2% |
| Participation rate | 97.4% | 62.5%+34.9pp | 78.8%+18.6pp | 67.9%+29.5pp |
| Annual return | 12.51% | 35.85%-23.3pp | 134.42%-121.9pp | 28.85%-16.3pp |
| Employer contribution / active EE | $1,623 | $2,378-31.7% | $4,818-66.3% | $2,588-37.3% |
| Participant deferral / active EE | $1,594 | $2,917-45.4% | $5,680-71.9% | $4,289-62.8% |
| Admin fee / account holder | $231 | $1,261-81.7% | $13,210-98.3% | $1,587-85.4% |