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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $38,165 | $64,119-40.5% | $112,228-66.0% | $66,914-43.0% |
| Participation rate | 45.1% | 68.5%-23.4pp | 75.1%-30.0pp | 69.8%-24.7pp |
| Annual return | -15.70% | -13.81%-1.9pp | 27.45%-43.2pp | 1.58%-17.3pp |
| Employer contribution / active EE | $698 | $3,005-76.8% | $3,635-80.8% | $2,544-72.6% |
| Participant deferral / active EE | $2,559 | $3,693-30.7% | $4,728-45.9% | $4,237-39.6% |
| Admin fee / account holder | $294 | $625-52.9% | $6,410-95.4% | $593-50.4% |