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 8-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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $246 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $25,138 | $63,299-60.3% | $91,001-72.4% | $62,292-59.6% |
| Participation rate | 57.3% | 73.3%-16.0pp | 75.6%-18.3pp | 69.5%-12.2pp |
| Annual return | 13.11% | 20.99%-7.9pp | 4.60%+8.5pp | 28.90%-15.8pp |
| Employer contribution / active EE | $511 | $1,807-71.7% | $2,456-79.2% | $2,042-75.0% |
| Participant deferral / active EE | $1,782 | $2,943-39.5% | $3,547-49.8% | $3,169-43.8% |
| Admin fee / account holder | $11 | $468-97.6% | $5,417-99.8% | $479-97.6% |