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 | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,517 | $50,498-83.1% | $75,781-88.8% | $55,191-84.6% |
| Participation rate | 81.5% | 69.4%+12.1pp | 75.8%+5.7pp | 69.2%+12.4pp |
| Annual return | -1.85% | 1.80%-3.6pp | 9.68%-11.5pp | 10.78%-12.6pp |
| Employer contribution / active EE | $432 | $2,291-81.1% | $3,323-87.0% | $1,899-77.2% |
| Participant deferral / active EE | $2,078 | $2,589-19.7% | $3,651-43.1% | $3,046-31.8% |
| Admin fee / account holder | $7 | $123-94.3% | $5,299-99.9% | $91-92.2% |