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 | $13,531 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,622 | $65,390-24.1% | $169,368-70.7% | $71,457-30.6% |
| Participation rate | 69.4% | 67.0%+2.4pp | 77.1%-7.8pp | 67.9%+1.4pp |
| Annual return | 18.41% | 21.31%-2.9pp | 405.60%-387.2pp | 28.85%-10.4pp |
| Employer contribution / active EE | $925 | $2,079-55.5% | $4,013-77.0% | $2,588-64.3% |
| Participant deferral / active EE | $2,524 | $4,367-42.2% | $6,221-59.4% | $4,289-41.2% |
| Admin fee / account holder | $352 | $1,324-73.4% | $9,003-96.1% | $1,587-77.8% |