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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $674 |
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 | $63,483 | $54,320+16.9% | $67,652-6.2% | $52,331+21.3% |
| Participation rate | 82.2% | 73.6%+8.6pp | 75.7%+6.6pp | 68.1%+14.1pp |
| Annual return | -0.88% | 6.81%-7.7pp | 6625.04%-6625.9pp | 4.54%-5.4pp |
| Employer contribution / active EE | $682 | $1,544-55.8% | $2,266-69.9% | $1,882-63.8% |
| Participant deferral / active EE | $3,418 | $2,950+15.8% | $3,560-4.0% | $3,022+13.1% |
| Admin fee / account holder | $227 | $527-56.9% | $4,821-95.3% | $592-61.6% |