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 10-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 | $225 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,452 | $86,655-26.8% | $119,609-47.0% | $66,914-5.2% |
| Participation rate | 85.6% | 75.6%+10.0pp | 79.3%+6.3pp | 69.8%+15.8pp |
| Annual return | -12.14% | -8.00%-4.1pp | -14.97%+2.8pp | 1.58%-13.7pp |
| Employer contribution / active EE | $4,045 | $2,536+59.5% | $4,232-4.4% | $2,544+59.0% |
| Participant deferral / active EE | $2,859 | $4,358-34.4% | $5,602-49.0% | $4,237-32.5% |
| Admin fee / account holder | $177 | $755-76.6% | $10,323-98.3% | $593-70.2% |