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 13 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Contract Administrator | $17,925 |
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.)
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 | $76,113 | $56,972+33.6% | $182,532-58.3% | $65,185+16.8% |
| Participation rate | 36.8% | 66.5%-29.7pp | 78.0%-41.2pp | 70.2%-33.4pp |
| Annual return | 21.97% | 27.67%-5.7pp | 148.54%-126.6pp | 29.38%-7.4pp |
| Employer contribution / active EE | $582 | $1,615-64.0% | $4,076-85.7% | $2,177-73.3% |
| Participant deferral / active EE | $1,627 | $3,526-53.9% | $5,524-70.5% | $3,514-53.7% |
| Admin fee / account holder | $536 | $528+1.5% | $8,592-93.8% | $847-36.7% |