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 | $480 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $83,569 | $86,286-3.1% | $111,297-24.9% | $85,850-2.7% |
| Participation rate | 85.9% | 73.3%+12.5pp | 77.3%+8.6pp | 69.3%+16.6pp |
| Annual return | 10.16% | 19.99%-9.8pp | 54.65%-44.5pp | 318.53%-308.4pp |
| Employer contribution / active EE | $1,543 | $2,043-24.5% | $2,731-43.5% | $2,565-39.8% |
| Participant deferral / active EE | $4,050 | $3,641+11.3% | $4,487-9.7% | $3,952+2.5% |
| Admin fee / account holder | $325 | $8,188-96.0% | $7,964-95.9% | $6,260-94.8% |