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 | $1,496 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,726 | $37,044-0.9% | $71,796-48.8% | $57,658-36.3% |
| Participation rate | 48.3% | 61.1%-12.8pp | 69.1%-20.8pp | 70.2%-21.9pp |
| Annual return | 7.08% | 12.64%-5.6pp | 78.04%-71.0pp | 5.13%+1.9pp |
| Employer contribution / active EE | $213 | $720-70.4% | $1,924-88.9% | $1,974-89.2% |
| Participant deferral / active EE | $1,463 | $1,974-25.9% | $2,794-47.6% | $3,061-52.2% |
| Admin fee / account holder | $138 | $101+36.8% | $4,815-97.1% | $95+46.0% |