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 6-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 | $1,131 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $3,139 | $58,101-94.6% | $118,925-97.4% | $73,409-95.7% |
| Participation rate | 17.1% | 56.1%-39.0pp | 75.4%-58.3pp | 72.2%-55.1pp |
| Annual return | 0.00% | 20.56%-20.6pp | 35.88%-35.9pp | 59.29%-59.3pp |
| Employer contribution / active EE | $0 | $1,445-100.0% | $3,263-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $188 | $2,400-92.2% | $4,265-95.6% | $3,805-95.1% |
| Admin fee / account holder | $0 | $138-100.0% | $6,581-100.0% | $158-100.0% |