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 14201 | Recordkeeping | $220 |
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 | $18,086 | $44,473-59.3% | $76,523-76.4% | $55,725-67.5% |
| Participation rate | 35.2% | 51.0%-15.8pp | 68.0%-32.8pp | 70.9%-35.7pp |
| Annual return | -7.99% | -2.01%-6.0pp | -0.27%-7.7pp | 244.93%-252.9pp |
| Employer contribution / active EE | $649 | $1,101-41.1% | $2,647-75.5% | $2,078-68.8% |
| Participant deferral / active EE | $1,162 | $1,988-41.5% | $3,835-69.7% | $3,356-65.4% |
| Admin fee / account holder | $158 | $134+18.0% | $4,848-96.7% | $115+37.4% |