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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Participant contribution per participant 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 | $14,478 | $39,859-63.7% | $78,689-81.6% | $57,658-74.9% |
| Participation rate | 86.1% | 66.1%+20.0pp | 73.6%+12.5pp | 70.2%+15.8pp |
| Annual return | 5.17% | 18.96%-13.8pp | 62.18%-57.0pp | 5.13%0pp |
| Employer contribution / active EE | $1,480 | $1,786-17.1% | $2,851-48.1% | $1,974-25.0% |
| Participant deferral / active EE | $432 | $2,248-80.8% | $3,517-87.7% | $3,061-85.9% |
| Admin fee / account holder | $107 | $76+40.2% | $4,510-97.6% | $95+13.0% |