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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $7,459 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,193 | $100,923+33.0% | $150,045-10.6% | $74,304+80.6% |
| Participation rate | 89.5% | 70.1%+19.4pp | 82.3%+7.2pp | 60.3%+29.1pp |
| Annual return | 13.48% | 51.77%-38.3pp | 62.55%-49.1pp | 29.43%-15.9pp |
| Employer contribution / active EE | $2,896 | $3,463-16.4% | $4,693-38.3% | $2,241+29.2% |
| Participant deferral / active EE | $10,779 | $6,709+60.6% | $7,997+34.8% | $3,767+186.1% |
| Admin fee / account holder | $445 | $2,767-83.9% | $13,435-96.7% | $2,969-85.0% |