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 | $572 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,089 | $59,186-34.0% | $76,768-49.1% | $56,287-30.6% |
| Participation rate | 83.7% | 75.2%+8.5pp | 77.0%+6.7pp | 69.9%+13.8pp |
| Annual return | -7.38% | 6.62%-14.0pp | 2.43%-9.8pp | -9.96%+2.6pp |
| Employer contribution / active EE | $598 | $1,759-66.0% | $2,485-75.9% | $2,111-71.7% |
| Participant deferral / active EE | $3,173 | $3,255-2.5% | $3,852-17.6% | $3,350-5.3% |
| Admin fee / account holder | $177 | $489-63.7% | $6,675-97.3% | $521-65.9% |