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 | $656 |
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 | $54,170 | $65,376-17.1% | $87,100-37.8% | $65,185-16.9% |
| Participation rate | 79.2% | 75.3%+3.8pp | 76.9%+2.3pp | 70.2%+9.0pp |
| Annual return | 24.59% | 31.27%-6.7pp | 28.19%-3.6pp | 29.38%-4.8pp |
| Employer contribution / active EE | $1,321 | $1,822-27.5% | $2,521-47.6% | $2,177-39.3% |
| Participant deferral / active EE | $3,154 | $3,388-6.9% | $4,049-22.1% | $3,514-10.2% |
| Admin fee / account holder | $179 | $520-65.5% | $7,497-97.6% | $847-78.8% |