See peer percentile detail with Solo.
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 |
|---|---|---|
Service code 15 · EIN 01-0233346 P. O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
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.
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 | $29,121 | $50,815-42.7% | $155,509-81.3% | $77,643-62.5% |
| Participation rate | 32.4% | 63.1%-30.7pp | 78.2%-45.8pp | 70.6%-38.2pp |
| Annual return | 13.06% | 34.80%-21.7pp | 64.67%-51.6pp | 31.24%-18.2pp |
| Employer contribution / active EE | $224 | $1,993-88.7% | $4,672-95.2% | $2,726-91.8% |
| Participant deferral / active EE | $1,296 | $2,822-54.1% | $5,626-77.0% | $4,647-72.1% |
| Admin fee / account holder | $12 | $437-97.4% | $15,912-99.9% | $430-97.3% |