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 | $407 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,738 | $34,677-57.5% | $77,024-80.9% | $64,808-77.3% |
| Participation rate | 20.5% | 49.8%-29.4pp | 67.9%-47.5pp | 71.5%-51.0pp |
| Annual return | -12.34% | -5.33%-7.0pp | 42.32%-54.7pp | 32.82%-45.2pp |
| Employer contribution / active EE | $470 | $1,370-65.7% | $2,812-83.3% | $2,506-81.3% |
| Participant deferral / active EE | $889 | $2,556-65.2% | $4,426-79.9% | $4,310-79.4% |
| Admin fee / account holder | $213 | $179+19.3% | $5,425-96.1% | $188+13.4% |