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 | $1,621 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,428 | $49,138+10.8% | $84,015-35.2% | $65,185-16.5% |
| Participation rate | 78.7% | 60.7%+18.0pp | 69.0%+9.7pp | 70.2%+8.5pp |
| Annual return | 23.11% | 23.00%+0.1pp | 71.31%-48.2pp | 29.38%-6.3pp |
| Employer contribution / active EE | $1,629 | $914+78.3% | $1,983-17.9% | $2,177-25.2% |
| Participant deferral / active EE | $2,771 | $2,397+15.6% | $3,239-14.4% | $3,514-21.1% |
| Admin fee / account holder | $353 | $543-35.0% | $6,101-94.2% | $847-58.3% |