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 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $152 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,361 | $54,320-25.7% | $67,652-40.3% | $52,331-22.9% |
| Participation rate | 33.8% | 73.6%-39.8pp | 75.7%-41.9pp | 68.1%-34.3pp |
| Annual return | -3.45% | 6.81%-10.3pp | 6625.04%-6628.5pp | 4.54%-8.0pp |
| Employer contribution / active EE | $887 | $1,544-42.5% | $2,266-60.9% | $1,882-52.9% |
| Participant deferral / active EE | $1,848 | $2,950-37.4% | $3,560-48.1% | $3,022-38.9% |
| Admin fee / account holder | $4 | $527-99.3% | $4,821-99.9% | $592-99.4% |