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 | $2,204 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,071 | $59,263-49.3% | $96,562-68.9% | $79,386-62.1% |
| Participation rate | 83.8% | 61.9%+21.9pp | 69.8%+13.9pp | 70.7%+13.1pp |
| Annual return | 12.37% | 27.07%-14.7pp | 37.78%-25.4pp | 116.85%-104.5pp |
| Employer contribution / active EE | $368 | $1,216-69.7% | $2,356-84.4% | $2,427-84.8% |
| Participant deferral / active EE | $3,099 | $2,948+5.1% | $3,849-19.5% | $4,046-23.4% |
| Admin fee / account holder | $272 | $658-58.6% | $6,181-95.6% | $626-56.5% |