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 | $988 |
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 | $39,782 | $35,485+12.1% | $74,550-46.6% | $55,725-28.6% |
| Participation rate | 49.0% | 62.5%-13.6pp | 69.1%-20.2pp | 70.9%-21.9pp |
| Annual return | -6.27% | 0.72%-7.0pp | 32.53%-38.8pp | 244.93%-251.2pp |
| Employer contribution / active EE | $215 | $777-72.4% | $1,961-89.1% | $2,078-89.7% |
| Participant deferral / active EE | $1,590 | $2,181-27.1% | $3,108-48.8% | $3,356-52.6% |
| Admin fee / account holder | $173 | $114+51.6% | $5,060-96.6% | $115+50.5% |