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 | $858 |
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 | $60,334 | $56,629+6.5% | $77,999-22.6% | $55,167+9.4% |
| Participation rate | 72.5% | 73.3%-0.8pp | 75.5%-3.0pp | 69.0%+3.5pp |
| Annual return | 8.94% | 2866.98%-2858.0pp | 425.96%-417.0pp | 169.23%-160.3pp |
| Employer contribution / active EE | $682 | $1,723-60.4% | $2,470-72.4% | $1,963-65.2% |
| Participant deferral / active EE | $2,091 | $2,777-24.7% | $3,497-40.2% | $3,054-31.5% |
| Admin fee / account holder | $29 | $467-93.8% | $5,480-99.5% | $504-94.3% |