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 LLC3+ years Service code 27 50 LAKEFRONT BLVD · BUFFALO, NY 142024361 | Advisory (Plan) | $17,991 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,429 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,268 | $71,516-40.9% | $98,439-57.1% | $71,457-40.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 20.71% | 32.41%-11.7pp | 21.16%-0.5pp | 28.85%-8.1pp |
| Employer contribution / active EE | $2,574 | $2,399+7.3% | $3,048-15.5% | $2,588-0.5% |
| Participant deferral / active EE | $3,554 | $4,109-13.5% | $4,738-25.0% | $4,289-17.1% |
| Admin fee / account holder | $187 | $1,675-88.8% | $8,948-97.9% | $1,587-88.2% |