See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142000600 | Recordkeeping | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,976 | $56,485-55.8% | $185,823-86.6% | $86,799-71.2% |
| Participation rate | 44.6% | 65.5%-20.9pp | 81.7%-37.1pp | 72.3%-27.7pp |
| Annual return | 56.26% | 118.04%-61.8pp | 122.05%-65.8pp | 97.91%-41.7pp |
| Employer contribution / active EE | $1,118 | $1,843-39.3% | $5,167-78.4% | $2,405-53.5% |
| Participant deferral / active EE | $2,608 | $2,553+2.1% | $5,568-53.2% | $4,131-36.9% |
| Admin fee / account holder | $223 | $150+49.1% | $16,237-98.6% | $170+31.5% |