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 P.O. BOX 600 · BUFFALO, NY 142010600 | 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,706 | $56,443-63.3% | $83,848-75.3% | $55,725-62.8% |
| Participation rate | 66.7% | 72.0%-5.4pp | 76.1%-9.5pp | 70.9%-4.2pp |
| Annual return | -5.80% | 393.67%-399.5pp | 850.88%-856.7pp | 244.93%-250.7pp |
| Employer contribution / active EE | $890 | $2,682-66.8% | $3,631-75.5% | $2,078-57.2% |
| Participant deferral / active EE | $1,057 | $2,965-64.3% | $4,082-74.1% | $3,356-68.5% |
| Admin fee / account holder | $53 | $156-66.0% | $5,478-99.0% | $115-53.9% |