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 14201 | Recordkeeping | $1,498 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,635 | $101,724+10.7% | $164,813-31.7% | $80,856+39.3% |
| Participation rate | 94.6% | 71.8%+22.7pp | 78.6%+16.0pp | 67.6%+26.9pp |
| Annual return | 17.27% | 16.72%+0.6pp | 69.93%-52.7pp | 35.59%-18.3pp |
| Employer contribution / active EE | $2,260 | $2,953-23.5% | $4,341-47.9% | $2,755-18.0% |
| Participant deferral / active EE | $8,358 | $4,477+86.7% | $6,031+38.6% | $4,296+94.6% |
| Admin fee / account holder | $568 | $8,227-93.1% | $12,690-95.5% | $6,918-91.8% |