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 | $69,745-63.0% | $67,511-61.8% | $74,546-65.4% |
| Participation rate | 97.9% | 71.3%+26.5pp | 72.9%+25.0pp | 67.2%+30.7pp |
| Annual return | 11.65% | -40.37%+52.0pp | 3517.41%-3505.8pp | 1366.03%-1354.4pp |
| Employer contribution / active EE | $3,346 | $2,705+23.7% | $2,733+22.4% | $2,624+27.5% |
| Participant deferral / active EE | $1,884 | $3,636-48.2% | $4,000-52.9% | $4,347-56.7% |
| Admin fee / account holder | $172 | $894-80.7% | $3,999-95.7% | $1,944-91.1% |