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 | $16,217 |
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 | $49,575 | $81,625-39.3% | $167,512-70.4% | $74,304-33.3% |
| Participation rate | 70.1% | 60.0%+10.0pp | 77.1%-7.0pp | 60.3%+9.7pp |
| Annual return | 15.65% | 26.09%-10.4pp | 1615.79%-1600.1pp | 29.43%-13.8pp |
| Employer contribution / active EE | $917 | $2,010-54.4% | $3,882-76.4% | $2,241-59.1% |
| Participant deferral / active EE | $2,491 | $4,115-39.5% | $6,405-61.1% | $3,767-33.9% |
| Admin fee / account holder | $333 | $3,474-90.4% | $9,769-96.6% | $2,969-88.8% |