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 13-3646501 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,062 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,951 | $66,813+10.7% | $100,516-26.4% | $73,488+0.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.4%+20.6pp | 70.7%+29.3pp |
| Annual return | 12.65% | 25.70%-13.1pp | 30.89%-18.2pp | 28.51%-15.9pp |
| Employer contribution / active EE | $1,585 | $2,147-26.1% | $3,418-53.6% | $2,270-30.2% |
| Participant deferral / active EE | $8,894 | $5,883+51.2% | $6,270+41.9% | $3,740+137.8% |
| Admin fee / account holder | $346 | $512-32.4% | $8,081-95.7% | $513-32.5% |