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 | $972 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,039 | $63,299-55.7% | $91,001-69.2% | $62,292-55.0% |
| Participation rate | 31.6% | 73.3%-41.7pp | 75.6%-44.0pp | 69.5%-37.9pp |
| Annual return | 14.06% | 20.99%-6.9pp | 4.60%+9.5pp | 28.90%-14.8pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $723 | $2,943-75.4% | $3,547-79.6% | $3,169-77.2% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |