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 | $744 |
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.
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 | $23,570 | $48,064-51.0% | $78,778-70.1% | $69,631-66.1% |
| Participation rate | 18.3% | 61.6%-43.2pp | 69.2%-50.9pp | 70.7%-52.4pp |
| Annual return | 17.82% | 21.81%-4.0pp | 35.62%-17.8pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $757 | $2,079-63.6% | $2,958-74.4% | $3,224-76.5% |
| Admin fee / account holder | $207 | $152+36.1% | $5,134-96.0% | $110+87.3% |