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 640 · BUFFALO, NY 142010640 | Recordkeeping | $1,682 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $33,792 | $33,745+0.1% | $64,105-47.3% | $55,191-38.8% |
| Participation rate | 50.5% | 59.4%-8.9pp | 68.2%-17.7pp | 69.2%-18.7pp |
| Annual return | -1.79% | 4.95%-6.7pp | 791.24%-793.0pp | 10.78%-12.6pp |
| Employer contribution / active EE | $221 | $641-65.5% | $1,820-87.8% | $1,899-88.3% |
| Participant deferral / active EE | $1,506 | $1,929-21.9% | $2,822-46.6% | $3,046-50.6% |
| Admin fee / account holder | $145 | $94+54.2% | $4,499-96.8% | $91+60.2% |