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 5-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 P.O BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,386 | $93,182-89.9% | $146,665-93.6% | $79,386-88.2% |
| Participation rate | 37.4% | 76.4%-39.0pp | 80.1%-42.7pp | 70.7%-33.3pp |
| Annual return | 22.68% | 21.61%+1.1pp | 22.74%-0.1pp | 116.85%-94.2pp |
| Employer contribution / active EE | $746 | $2,420-69.2% | $4,136-82.0% | $2,427-69.3% |
| Participant deferral / active EE | $1,245 | $4,169-70.1% | $5,506-77.4% | $4,046-69.2% |
| Admin fee / account holder | $2 | $585-99.7% | $10,280-100.0% | $626-99.7% |