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 | $1,329 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,804 | $39,286+9.0% | $80,716-47.0% | $79,386-46.1% |
| Participation rate | 45.9% | 41.0%+4.9pp | 54.2%-8.3pp | 70.7%-24.8pp |
| Annual return | 9.70% | 98.95%-89.3pp | 87.28%-77.6pp | 116.85%-107.2pp |
| Employer contribution / active EE | $737 | $594+24.2% | $1,160-36.4% | $2,427-69.6% |
| Participant deferral / active EE | $1,906 | $1,264+50.8% | $2,146-11.2% | $4,046-52.9% |
| Admin fee / account holder | $29 | $647-95.5% | $3,380-99.1% | $626-95.4% |