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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $17,993 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,418 | $88,083-18.9% | $164,813-56.7% | $74,495-4.1% |
| Participation rate | 70.6% | 73.0%-2.4pp | 78.6%-8.0pp | 67.2%+3.4pp |
| Annual return | 13.08% | 17.26%-4.2pp | 69.93%-56.9pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,164 | $2,593-55.1% | $4,341-73.2% | $2,623-55.6% |
| Participant deferral / active EE | $2,443 | $4,498-45.7% | $6,031-59.5% | $4,346-43.8% |
| Admin fee / account holder | $140 | $2,234-93.8% | $12,690-98.9% | $1,942-92.8% |