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 01-0233346 P. O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $36 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,467 | $44,425-51.7% | $67,834-68.4% | $55,167-61.1% |
| Participation rate | 36.9% | 59.7%-22.8pp | 68.8%-31.9pp | 69.0%-32.1pp |
| Annual return | 8.08% | 17.80%-9.7pp | 138.47%-130.4pp | 169.23%-161.1pp |
| Employer contribution / active EE | $212 | $1,351-84.3% | $2,403-91.2% | $1,963-89.2% |
| Participant deferral / active EE | $1,032 | $2,166-52.4% | $3,160-67.3% | $3,054-66.2% |
| Admin fee / account holder | $59 | $530-89.0% | $4,622-98.7% | $504-88.4% |