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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DOPKINS WEALTH MANAGEMENT LLC2+ years Service code 51 · EIN 16-1566478 200 INTERNATIONAL DRIVE · BUFFALO, NY 14221 | Investment Mgmt Fees | $36,369 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,843 | $58,828+28.9% | $77,999-2.8% | $62,891+20.6% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 10.91% | 17.16%-6.2pp | 425.96%-415.1pp | 20.14%-9.2pp |
| Employer contribution / active EE | $3,929 | $1,672+135.0% | $2,470+59.1% | $2,281+72.2% |
| Participant deferral / active EE | $2,733 | $2,686+1.8% | $3,497-21.9% | $3,203-14.7% |
| Admin fee / account holder | $334 | $4,393-92.4% | $5,480-93.9% | $4,296-92.2% |