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 | $448 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,612 | $91,407-22.7% | $135,903-48.0% | $71,457-1.2% |
| Participation rate | 91.0% | 75.7%+15.3pp | 81.9%+9.1pp | 67.9%+23.0pp |
| Annual return | 18.43% | 29.90%-11.5pp | 68.23%-49.8pp | 28.85%-10.4pp |
| Employer contribution / active EE | $2,016 | $3,703-45.6% | $4,856-58.5% | $2,588-22.1% |
| Participant deferral / active EE | $5,992 | $7,092-15.5% | $7,758-22.8% | $4,289+39.7% |
| Admin fee / account holder | $157 | $1,266-87.6% | $10,762-98.5% | $1,587-90.1% |