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 | $1,420 |
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 | $25,214 | $52,884-52.3% | $84,750-70.2% | $55,167-54.3% |
| Participation rate | 93.0% | 67.5%+25.4pp | 76.6%+16.4pp | 69.0%+24.0pp |
| Annual return | 6.52% | 18.03%-11.5pp | 22.78%-16.3pp | 169.23%-162.7pp |
| Employer contribution / active EE | $710 | $2,233-68.2% | $3,574-80.1% | $1,963-63.8% |
| Participant deferral / active EE | $1,863 | $2,644-29.5% | $3,712-49.8% | $3,054-39.0% |
| Admin fee / account holder | $38 | $581-93.4% | $5,332-99.3% | $504-92.4% |