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 | $12,112 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,246 | $59,159-23.5% | $159,960-71.7% | $66,914-32.4% |
| Participation rate | 69.7% | 68.1%+1.6pp | 78.0%-8.3pp | 69.8%-0.1pp |
| Annual return | -16.27% | -12.26%-4.0pp | 408.60%-424.9pp | 1.58%-17.8pp |
| Employer contribution / active EE | $806 | $1,983-59.3% | $4,226-80.9% | $2,544-68.3% |
| Participant deferral / active EE | $2,311 | $4,395-47.4% | $6,182-62.6% | $4,237-45.5% |
| Admin fee / account holder | $354 | $591-40.1% | $8,698-95.9% | $593-40.4% |