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 9-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 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $97,311 |
SECURE ASSET MANAGEMENT1 year Service code 26 · EIN 14-1996228 | Advisory (Participants) | $39,073 |
BARCLAY PLANNING GROUP1 year Service code 15 345 DIVERSION STREET · ROCHESTER, MI 48307 | Recordkeeping | $15,615 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,433 | $71,142+18.7% | $119,609-29.4% | $64,808+30.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | -13.68% | -10.01%-3.7pp | -14.97%+1.3pp | 32.82%-46.5pp |
| Employer contribution / active EE | $2,130 | $2,497-14.7% | $4,232-49.7% | $2,506-15.0% |
| Participant deferral / active EE | $1,329 | $4,490-70.4% | $5,602-76.3% | $4,310-69.2% |
| Admin fee / account holder | $344 | $162+112.1% | $10,323-96.7% | $188+83.1% |