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 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $629 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,510 | $58,726+8.1% | $92,233-31.1% | $62,292+2.0% |
| Participation rate | 95.6% | 68.3%+27.3pp | 76.5%+19.1pp | 69.5%+26.1pp |
| Annual return | 16.12% | 43.62%-27.5pp | 176.28%-160.2pp | 28.90%-12.8pp |
| Employer contribution / active EE | $1,521 | $2,392-36.4% | $3,679-58.7% | $2,042-25.5% |
| Participant deferral / active EE | $3,144 | $2,766+13.7% | $3,897-19.3% | $3,169-0.8% |
| Admin fee / account holder | $31 | $556-94.4% | $5,194-99.4% | $479-93.5% |