See peer percentile detail with Solo.
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 45-3210377 500 CORPORATE PKWY, STE. 108 · AMHERST, NY 14226 | Recordkeeping | $26,169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,717 | $95,416-74.1% | $185,823-86.7% | $85,850-71.2% |
| Participation rate | 68.4% | 68.8%-0.3pp | 81.7%-13.3pp | 69.3%-0.9pp |
| Annual return | 14.70% | 23.59%-8.9pp | 122.05%-107.4pp | 318.53%-303.8pp |
| Employer contribution / active EE | $908 | $3,314-72.6% | $5,167-82.4% | $2,565-64.6% |
| Participant deferral / active EE | $1,739 | $3,423-49.2% | $5,568-68.8% | $3,952-56.0% |
| Admin fee / account holder | $309 | $7,213-95.7% | $16,237-98.1% | $6,260-95.1% |