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 | $1,082 |
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 | $54,066 | $54,573-0.9% | $90,951-40.6% | $73,488-26.4% |
| Participation rate | 78.0% | 61.2%+16.9pp | 69.0%+9.0pp | 70.7%+7.4pp |
| Annual return | 16.88% | 16.69%+0.2pp | 134.60%-117.7pp | 28.51%-11.6pp |
| Employer contribution / active EE | $2,011 | $991+102.8% | $2,122-5.3% | $2,270-11.4% |
| Participant deferral / active EE | $3,281 | $2,517+30.3% | $3,373-2.7% | $3,740-12.3% |
| Admin fee / account holder | $318 | $521-39.0% | $5,959-94.7% | $513-38.0% |