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 142010600 | Recordkeeping | $1,021 |
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 | $147,642 | $99,957+47.7% | $149,696-1.4% | $73,488+100.9% |
| Participation rate | 83.2% | 75.7%+7.5pp | 82.5%+0.7pp | 70.7%+12.5pp |
| Annual return | 12.84% | 53.87%-41.0pp | 276.60%-263.8pp | 28.51%-15.7pp |
| Employer contribution / active EE | $1,542 | $3,191-51.7% | $4,644-66.8% | $2,270-32.1% |
| Participant deferral / active EE | $7,987 | $6,073+31.5% | $6,842+16.7% | $3,740+113.6% |
| Admin fee / account holder | $12 | $551-97.9% | $9,309-99.9% | $513-97.7% |