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 | $364 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,981 | $84,487-32.6% | $125,339-54.5% | $66,914-14.8% |
| Participation rate | 90.7% | 76.4%+14.3pp | 82.4%+8.4pp | 69.8%+20.9pp |
| Annual return | -16.18% | -8.39%-7.8pp | 572.05%-588.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $1,815 | $3,553-48.9% | $4,814-62.3% | $2,544-28.7% |
| Participant deferral / active EE | $5,414 | $6,781-20.2% | $7,446-27.3% | $4,237+27.8% |
| Admin fee / account holder | $176 | $685-74.3% | $10,010-98.2% | $593-70.3% |