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 |
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 | $24,417 | $66,601-63.3% | $92,893-73.7% | $67,579-63.9% |
| Participation rate | 72.0% | 72.5%-0.5pp | 76.0%-4.1pp | 71.3%+0.7pp |
| Annual return | 17.44% | 92.58%-75.1pp | 109.41%-92.0pp | 378.56%-361.1pp |
| Employer contribution / active EE | $956 | $2,775-65.6% | $3,653-73.8% | $2,148-55.5% |
| Participant deferral / active EE | $1,129 | $3,157-64.2% | $4,236-73.4% | $3,539-68.1% |
| Admin fee / account holder | $125 | $199-37.4% | $5,794-97.8% | $142-12.5% |