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 | $510 |
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 | $45,276 | $84,936-46.7% | $111,297-59.3% | $79,386-43.0% |
| Participation rate | 87.7% | 75.9%+11.9pp | 77.3%+10.4pp | 70.7%+17.0pp |
| Annual return | 13.75% | 17.45%-3.7pp | 54.65%-40.9pp | 116.85%-103.1pp |
| Employer contribution / active EE | $1,296 | $1,979-34.5% | $2,731-52.6% | $2,427-46.6% |
| Participant deferral / active EE | $3,822 | $3,888-1.7% | $4,487-14.8% | $4,046-5.5% |
| Admin fee / account holder | $283 | $537-47.4% | $7,964-96.5% | $626-54.9% |