See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,857 | $59,535-85.1% | $90,160-90.2% | $62,292-85.8% |
| Participation rate | 29.3% | 73.0%-43.7pp | 76.9%-47.6pp | 69.5%-40.2pp |
| Annual return | 23.36% | 23.53%-0.2pp | 34.88%-11.5pp | 28.90%-5.5pp |
| Employer contribution / active EE | $469 | $1,826-74.3% | $3,318-85.9% | $2,042-77.0% |
| Participant deferral / active EE | $1,184 | $4,639-74.5% | $5,288-77.6% | $3,169-62.6% |
| Admin fee / account holder | $6 | $337-98.1% | $5,943-99.9% | $479-98.7% |