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 |
|---|---|---|
COURIER CAPITAL2 years Filed as: COURIER CAPITAL. Service code 27 100 CHESTNUT ST · ROCHESTER, NY 14604 | Advisory (Plan) | $11,098 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,446 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,236 | $50,815+240.9% | $155,509+11.4% | $77,643+123.1% |
| Participation rate | 96.4% | 63.1%+33.3pp | 78.2%+18.3pp | 70.6%+25.9pp |
| Annual return | 12.53% | 34.80%-22.3pp | 64.67%-52.1pp | 31.24%-18.7pp |
| Employer contribution / active EE | $6,157 | $1,993+209.0% | $4,672+31.8% | $2,726+125.9% |
| Participant deferral / active EE | $7,450 | $2,822+164.0% | $5,626+32.4% | $4,647+60.3% |
| Admin fee / account holder | $72 | $437-83.4% | $15,912-99.5% | $430-83.2% |