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 600 · BUFFALO, NY 142010600 | Recordkeeping | $348 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,442 | $43,550-69.1% | $63,517-78.8% | $52,331-74.3% |
| Participation rate | 40.0% | 65.7%-25.7pp | 71.0%-31.0pp | 68.1%-28.1pp |
| Annual return | 0.34% | 2.03%-1.7pp | -70.30%+70.6pp | 4.54%-4.2pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,322-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,044 | $2,254-53.7% | $2,953-64.7% | $3,022-65.5% |
| Admin fee / account holder | $47 | $387-87.9% | $5,892-99.2% | $592-92.1% |