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 4-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 |
|---|---|---|
NOTE ADVISORS LLC1+ years Service code 27 50 LAKEFRONT BLVD · BUFFALO, NY 142024361 | Advisory (Plan) | $16,943 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,811 |
AMERICAN FUNDS1+ years Filed as: GCW CAPITAL GROUP Service code 27 · EIN 81-1014043 | Advisory (Plan) | $5,388 |
Employer contribution per participant 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 | $61,040 | $87,733-30.4% | $106,548-42.7% | $85,850-28.9% |
| Participation rate | 94.6% | 71.9%+22.6pp | 76.1%+18.4pp | 69.3%+25.3pp |
| Annual return | 15.11% | 21.86%-6.7pp | 26.80%-11.7pp | 318.53%-303.4pp |
| Employer contribution / active EE | $448 | $2,073-78.4% | $2,819-84.1% | $2,565-82.5% |
| Participant deferral / active EE | $3,212 | $3,469-7.4% | $4,398-27.0% | $3,952-18.7% |
| Admin fee / account holder | $277 | $6,767-95.9% | $7,407-96.3% | $6,260-95.6% |