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 | $376 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $148,027 | $74,089+99.8% | $133,980+10.5% | $55,167+168.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 10.67% | 12.11%-1.4pp | 29.30%-18.6pp | 169.23%-158.6pp |
| Employer contribution / active EE | $19,814 | $3,064+546.8% | $5,211+280.2% | $1,963+909.6% |
| Participant deferral / active EE | $15,949 | $4,678+240.9% | $6,282+153.9% | $3,054+422.2% |
| Admin fee / account holder | $403 | $458-12.1% | $9,324-95.7% | $504-20.1% |