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 | $773 |
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 | $190,420 | $89,739+112.2% | $149,718+27.2% | $62,292+205.7% |
| Participation rate | 98.6% | 85.1%+13.5pp | 87.1%+11.5pp | 69.5%+29.1pp |
| Annual return | 17.97% | 21.01%-3.0pp | 1501.63%-1483.7pp | 28.90%-10.9pp |
| Employer contribution / active EE | $20,160 | $3,233+523.6% | $5,445+270.2% | $2,042+887.1% |
| Participant deferral / active EE | $16,603 | $4,797+246.1% | $6,569+152.8% | $3,169+423.9% |
| Admin fee / account holder | $759 | $551+37.7% | $11,283-93.3% | $479+58.4% |