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 | $11,802 |
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 | $98,169 | $62,132+58.0% | $185,823-47.2% | $73,488+33.6% |
| Participation rate | 41.8% | 67.8%-26.0pp | 78.0%-36.2pp | 70.7%-28.9pp |
| Annual return | 25.59% | 20.44%+5.2pp | 35.95%-10.4pp | 28.51%-2.9pp |
| Employer contribution / active EE | $494 | $1,681-70.6% | $4,087-87.9% | $2,270-78.2% |
| Participant deferral / active EE | $1,771 | $3,711-52.3% | $5,632-68.5% | $3,740-52.6% |
| Admin fee / account holder | $599 | $419+43.0% | $9,500-93.7% | $513+16.7% |