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 | $16,404 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,010 | $73,360-30.5% | $177,989-71.3% | $74,495-31.5% |
| Participation rate | 65.5% | 66.6%-1.1pp | 77.1%-11.5pp | 67.2%-1.7pp |
| Annual return | 15.87% | 17.49%-1.6pp | 294.48%-278.6pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $978 | $2,216-55.9% | $3,949-75.2% | $2,623-62.7% |
| Participant deferral / active EE | $2,732 | $4,513-39.5% | $6,276-56.5% | $4,346-37.1% |
| Admin fee / account holder | $419 | $1,808-76.8% | $10,363-96.0% | $1,942-78.4% |