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 142010600 | Recordkeeping | $1,112 |
Annual investment return 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 | $23,103 | $50,464-54.2% | $75,781-69.5% | $52,331-55.9% |
| Participation rate | 94.0% | 66.8%+27.3pp | 75.8%+18.2pp | 68.1%+25.9pp |
| Annual return | -3.27% | 1.03%-4.3pp | 9.68%-13.0pp | 4.54%-7.8pp |
| Employer contribution / active EE | $853 | $1,988-57.1% | $3,323-74.3% | $1,882-54.7% |
| Participant deferral / active EE | $1,878 | $2,570-26.9% | $3,651-48.6% | $3,022-37.8% |
| Admin fee / account holder | $22 | $1,103-98.0% | $5,299-99.6% | $592-96.3% |