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 | $396 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $70,692 | $46,360+52.5% | $147,614-52.1% | $52,331+35.1% |
| Participation rate | 63.2% | 64.9%-1.7pp | 84.6%-21.4pp | 68.1%-4.9pp |
| Annual return | 0.85% | 1.62%-0.8pp | 61.98%-61.1pp | 4.54%-3.7pp |
| Employer contribution / active EE | $1,470 | $2,126-30.9% | $5,564-73.6% | $1,882-21.9% |
| Participant deferral / active EE | $3,302 | $2,258+46.3% | $4,895-32.5% | $3,022+9.3% |
| Admin fee / account holder | $303 | $766-60.4% | $11,611-97.4% | $592-48.8% |