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 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $0 |
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 | $160,734 | $63,442+153.4% | $68,791+133.7% | $66,914+140.2% |
| Participation rate | 64.8% | 60.0%+4.8pp | 69.0%-4.3pp | 69.8%-5.0pp |
| Annual return | -16.61% | -8.29%-8.3pp | -6.38%-10.2pp | 1.58%-18.2pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,655-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $9,958 | $2,945+238.2% | $3,941+152.7% | $4,237+135.0% |
| Admin fee / account holder | $1,161 | $577+101.1% | $4,932-76.5% | $593+95.7% |