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 | $512 |
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 | $27,471 | $46,072-40.4% | $70,014-60.8% | $55,167-50.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 71.8%+28.2pp | 69.0%+31.0pp |
| Annual return | 6.49% | 8.68%-2.2pp | 12.99%-6.5pp | 169.23%-162.7pp |
| Employer contribution / active EE | $3,031 | $1,500+102.1% | $2,338+29.6% | $1,963+54.5% |
| Participant deferral / active EE | $1,676 | $2,344-28.5% | $2,931-42.8% | $3,054-45.1% |
| Admin fee / account holder | $113 | $428-73.5% | $4,380-97.4% | $504-77.5% |