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 | $258 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
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 | $50,583 | $64,909-22.1% | $82,313-38.5% | $62,292-18.8% |
| Participation rate | 26.1% | 74.9%-48.7pp | 76.9%-50.8pp | 69.5%-43.4pp |
| Annual return | 16.69% | 21.18%-4.5pp | 25.88%-9.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $687 | $1,676-59.0% | $2,428-71.7% | $2,042-66.3% |
| Participant deferral / active EE | $1,329 | $3,103-57.2% | $3,706-64.1% | $3,169-58.0% |
| Admin fee / account holder | $7 | $440-98.4% | $5,608-99.9% | $479-98.5% |