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 13-3646501 OF NEW YORK · BUFFALO, NY 142010600 | Recordkeeping | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,686 | $54,229-80.3% | $70,092-84.8% | $68,494-84.4% |
| Participation rate | 67.6% | 64.5%+3.2pp | 70.5%-2.8pp | 67.9%-0.2pp |
| Annual return | -15.98% | -13.87%-2.1pp | 190.73%-206.7pp | -7.84%-8.1pp |
| Employer contribution / active EE | $561 | $2,018-72.2% | $2,559-78.1% | $2,596-78.4% |
| Participant deferral / active EE | $1,970 | $2,956-33.3% | $3,849-48.8% | $4,027-51.1% |
| Admin fee / account holder | $100 | $4,694-97.9% | $6,267-98.4% | $5,403-98.2% |