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 | $566 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,406 | $73,638-41.1% | $95,952-54.8% | $73,488-40.9% |
| Participation rate | 86.4% | 76.2%+10.2pp | 77.1%+9.3pp | 70.7%+15.7pp |
| Annual return | 20.15% | 16.78%+3.4pp | 91.61%-71.5pp | 28.51%-8.4pp |
| Employer contribution / active EE | $1,153 | $1,863-38.1% | $2,541-54.6% | $2,270-49.2% |
| Participant deferral / active EE | $3,516 | $3,617-2.8% | $4,167-15.6% | $3,740-6.0% |
| Admin fee / account holder | $170 | $482-64.6% | $6,795-97.5% | $513-66.8% |