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 LLC4+ years Service code 27 50 LAKEFRONT BLVD · BUFFALO, NY 142024361 | Advisory (Plan) | $22,704 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,257 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,967 | $78,485-22.3% | $106,213-42.6% | $74,495-18.2% |
| Participation rate | 94.3% | 72.8%+21.5pp | 75.3%+19.1pp | 67.2%+27.1pp |
| Annual return | 15.83% | 15.95%-0.1pp | 116.14%-100.3pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $3,076 | $2,523+21.9% | $3,171-3.0% | $2,623+17.3% |
| Participant deferral / active EE | $3,931 | $4,322-9.0% | $5,016-21.6% | $4,346-9.5% |
| Admin fee / account holder | $261 | $2,232-88.3% | $11,033-97.6% | $1,942-86.5% |