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 | $1,014 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,014 | $101,724-51.8% | $164,813-70.3% | $80,856-39.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.58% | 16.72%-5.1pp | 69.93%-58.4pp | 35.59%-24.0pp |
| Employer contribution / active EE | $4,876 | $2,953+65.1% | $4,341+12.3% | $2,755+77.0% |
| Participant deferral / active EE | $4,325 | $4,477-3.4% | $6,031-28.3% | $4,296+0.7% |
| Admin fee / account holder | $55 | $8,227-99.3% | $12,690-99.6% | $6,918-99.2% |