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 6-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 60 · BUFFALO, NY 142010600 | Recordkeeping | $297 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,469 | $41,647-70.1% | $96,139-87.0% | $86,799-85.6% |
| Participation rate | 16.2% | 50.2%-34.0pp | 68.4%-52.2pp | 72.3%-56.1pp |
| Annual return | 12.24% | 27.24%-15.0pp | 191.94%-179.7pp | 97.91%-85.7pp |
| Employer contribution / active EE | $438 | $1,318-66.8% | $2,797-84.4% | $2,405-81.8% |
| Participant deferral / active EE | $467 | $2,412-80.7% | $4,349-89.3% | $4,131-88.7% |
| Admin fee / account holder | $205 | $169+20.9% | $5,537-96.3% | $170+20.8% |