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 | $424 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,275 | $37,044-45.3% | $71,796-71.8% | $57,658-64.8% |
| Participation rate | 20.2% | 61.1%-40.9pp | 69.1%-48.9pp | 70.2%-50.0pp |
| Annual return | 7.62% | 12.64%-5.0pp | 78.04%-70.4pp | 5.13%+2.5pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $888 | $1,974-55.0% | $2,794-68.2% | $3,061-71.0% |
| Admin fee / account holder | $170 | $101+68.0% | $4,815-96.5% | $95+79.4% |