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 | $4,996 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $42,764 | $37,213+14.9% | $156,549-72.7% | $63,975-33.2% |
| Participation rate | 84.6% | 65.0%+19.6pp | 84.0%+0.5pp | 71.1%+13.4pp |
| Annual return | 10.86% | 47.89%-37.0pp | 32.23%-21.4pp | 48.65%-37.8pp |
| Employer contribution / active EE | $1,245 | $1,357-8.3% | $5,501-77.4% | $2,182-43.0% |
| Participant deferral / active EE | $3,964 | $2,070+91.5% | $4,871-18.6% | $3,356+18.1% |
| Admin fee / account holder | $16 | $56-71.0% | $13,027-99.9% | $70-76.8% |