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 | $4,270 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,183 | $82,917-46.7% | $103,333-57.2% | $77,643-43.1% |
| Participation rate | 80.6% | 71.6%+9.0pp | 74.5%+6.1pp | 70.6%+10.0pp |
| Annual return | 11.66% | 19.13%-7.5pp | 24.88%-13.2pp | 31.24%-19.6pp |
| Employer contribution / active EE | $1,383 | $3,552-61.1% | $3,868-64.2% | $2,726-49.3% |
| Participant deferral / active EE | $1,280 | $4,108-68.8% | $5,057-74.7% | $4,647-72.5% |
| Admin fee / account holder | $273 | $638-57.2% | $8,355-96.7% | $430-36.5% |