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 14201 | Recordkeeping | $56,289 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,861 | $104,475-33.1% | $159,436-56.2% | $79,386-12.0% |
| Participation rate | 92.1% | 76.6%+15.4pp | 82.8%+9.2pp | 70.7%+21.3pp |
| Annual return | 13.88% | 67.95%-54.1pp | 263.57%-249.7pp | 116.85%-103.0pp |
| Employer contribution / active EE | $1,622 | $3,417-52.5% | $4,829-66.4% | $2,427-33.2% |
| Participant deferral / active EE | $4,722 | $6,467-27.0% | $7,352-35.8% | $4,046+16.7% |
| Admin fee / account holder | $153 | $711-78.5% | $10,799-98.6% | $626-75.6% |