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 | $813 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,615 | $42,548-53.9% | $74,550-73.7% | $56,287-65.2% |
| Participation rate | 75.2% | 60.5%+14.7pp | 69.1%+6.1pp | 69.9%+5.4pp |
| Annual return | 165.04% | 12.40%+152.6pp | 32.53%+132.5pp | -9.96%+175.0pp |
| Employer contribution / active EE | $142 | $855-83.4% | $1,961-92.8% | $2,111-93.3% |
| Participant deferral / active EE | $1,066 | $2,277-53.2% | $3,108-65.7% | $3,350-68.2% |
| Admin fee / account holder | $64 | $467-86.4% | $5,060-98.7% | $521-87.8% |