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 142000600 | Recordkeeping | $122 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $18,826 | $52,953-64.4% | $172,739-89.1% | $65,185-71.1% |
| Participation rate | 69.3% | 66.2%+3.1pp | 82.6%-13.3pp | 70.2%-0.9pp |
| Annual return | 34.39% | 30.12%+4.3pp | 802.84%-768.4pp | 29.38%+5.0pp |
| Employer contribution / active EE | $784 | $2,190-64.2% | $5,143-84.8% | $2,177-64.0% |
| Participant deferral / active EE | $1,547 | $2,471-37.4% | $5,198-70.2% | $3,514-56.0% |
| Admin fee / account holder | $107 | $472-77.4% | $13,954-99.2% | $847-87.4% |