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 | $2,087 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,642 | $82,978-24.5% | $129,995-51.8% | $71,457-12.3% |
| Participation rate | 83.0% | 74.1%+8.9pp | 78.5%+4.5pp | 67.9%+15.0pp |
| Annual return | 13.32% | 20.60%-7.3pp | -137.18%+150.5pp | 28.85%-15.5pp |
| Employer contribution / active EE | $2,273 | $2,622-13.3% | $4,320-47.4% | $2,588-12.2% |
| Participant deferral / active EE | $2,695 | $4,432-39.2% | $5,820-53.7% | $4,289-37.2% |
| Admin fee / account holder | $179 | $1,729-89.6% | $10,614-98.3% | $1,587-88.7% |