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 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $92 |
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 | $95,681 | $75,183+27.3% | $123,892-22.8% | $55,167+73.4% |
| Participation rate | 92.4% | 72.8%+19.6pp | 81.4%+11.0pp | 69.0%+23.4pp |
| Annual return | 11.47% | 19.01%-7.5pp | 47.52%-36.1pp | 169.23%-157.8pp |
| Employer contribution / active EE | $12,424 | $2,823+340.0% | $4,617+169.1% | $1,963+533.1% |
| Participant deferral / active EE | $11,626 | $5,084+128.7% | $5,984+94.3% | $3,054+280.7% |
| Admin fee / account holder | $1 | $663-99.9% | $8,357-100.0% | $504-99.9% |