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 |
|---|---|---|
FEDERATED2 years Filed as: FEDERATED CLOVER Service code 27 · EIN 16-1263400 400 MERIDIAN CENTRE SUITE 200 · ROCHESTER, NY 14616 | Advisory (Plan) | $79,621 |
FINDLEY2 years Service code 11 · EIN 25-1592340 2591 WEXFORD-BAYNE ROAD SUITE 402 · SWICKLEY, PA 15143 | Actuarial | $79,621 |
MANNING & NAPIER2 years Filed as: MANNING AND NAPIER Service code 27 · EIN 16-0993736 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Advisory (Plan) | $21,131 |
Filed as: KESTRA FINANCIAL Service code 27 801 MAIN STREET · BUFFALO, NY 14203 | Advisory (Plan) | $20,500 |
Filed as: BUFFAMANTE, WHIPPLE BUTTAFARO, P.C. Service code 10 · EIN 16-1117932 201 WEST THIRD STREET SUITE 300 · JAMESTOWN, NY 14701 | Accounting | $10,000 |
CREIGHTON, JOHNSEN & GIROUX4+ years Service code 29 · EIN 16-1158060 1103 DELAWARE AVENUE · BUFFALO, NY 14209 | Legal | $6,577 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 4.01% | 18.13%-14.1pp | 14.64%-10.6pp | 16.32%-12.3pp |
| Employer contribution / active EE | $17,221 | $23,138-25.6% | $41,831-58.8% | $17,007+1.3% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |