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 | $28,908 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,500 | $55,415-7.1% | $155,509-66.9% | $74,495-30.9% |
| Participation rate | 98.2% | 61.9%+36.3pp | 78.2%+20.0pp | 67.2%+31.0pp |
| Annual return | 23.07% | 268.50%-245.4pp | 64.67%-41.6pp | 1364.94%-1341.9pp |
| Employer contribution / active EE | $2,096 | $2,267-7.6% | $4,672-55.1% | $2,623-20.1% |
| Participant deferral / active EE | $1,626 | $2,836-42.6% | $5,626-71.1% | $4,346-62.6% |
| Admin fee / account holder | $259 | $1,738-85.1% | $15,912-98.4% | $1,942-86.6% |