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 | $175 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,169 | $86,655-88.3% | $119,609-91.5% | $66,914-84.8% |
| Participation rate | 36.4% | 75.6%-39.2pp | 79.3%-42.9pp | 69.8%-33.4pp |
| Annual return | -15.71% | -8.00%-7.7pp | -14.97%-0.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $858 | $2,536-66.2% | $4,232-79.7% | $2,544-66.3% |
| Participant deferral / active EE | $1,510 | $4,358-65.4% | $5,602-73.1% | $4,237-64.4% |
| Admin fee / account holder | $6 | $755-99.2% | $10,323-99.9% | $593-99.0% |