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 | $384 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $35,378 | $59,186-40.2% | $76,768-53.9% | $56,287-37.1% |
| Participation rate | 34.6% | 75.2%-40.6pp | 77.0%-42.4pp | 69.9%-35.3pp |
| Annual return | -7.63% | 6.62%-14.2pp | 2.43%-10.1pp | -9.96%+2.3pp |
| Employer contribution / active EE | $825 | $1,759-53.1% | $2,485-66.8% | $2,111-60.9% |
| Participant deferral / active EE | $1,809 | $3,255-44.4% | $3,852-53.0% | $3,350-46.0% |
| Admin fee / account holder | $7 | $489-98.6% | $6,675-99.9% | $521-98.7% |