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 7-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 | $2,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,811 | $69,763-63.0% | $67,502-61.8% | $74,495-65.4% |
| Participation rate | 97.9% | 71.4%+26.5pp | 72.9%+25.0pp | 67.2%+30.7pp |
| Annual return | 11.65% | -40.34%+52.0pp | 3512.12%-3500.5pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $3,346 | $2,704+23.7% | $2,731+22.5% | $2,623+27.5% |
| Participant deferral / active EE | $1,884 | $3,636-48.2% | $4,000-52.9% | $4,346-56.7% |
| Admin fee / account holder | $172 | $896-80.8% | $3,998-95.7% | $1,942-91.1% |