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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,675 |
Employer contribution per participant 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 | $14,320 | $91,517-84.4% | $101,248-85.9% | $73,409-80.5% |
| Participation rate | 80.4% | 73.8%+6.6pp | 75.8%+4.6pp | 72.2%+8.2pp |
| Annual return | 16.70% | 17.17%-0.5pp | 46.47%-29.8pp | 59.29%-42.6pp |
| Employer contribution / active EE | $489 | $2,877-83.0% | $3,660-86.6% | $2,234-78.1% |
| Participant deferral / active EE | $2,909 | $3,338-12.9% | $4,370-33.4% | $3,805-23.5% |
| Admin fee / account holder | $96 | $216-55.6% | $5,945-98.4% | $158-39.2% |