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 | $212 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,166 | $54,237-51.8% | $90,281-71.0% | $67,579-61.3% |
| Participation rate | 34.5% | 68.6%-34.1pp | 73.3%-38.8pp | 71.3%-36.8pp |
| Annual return | 26.76% | 37.27%-10.5pp | 78.10%-51.3pp | 378.56%-351.8pp |
| Employer contribution / active EE | $665 | $1,846-64.0% | $2,854-76.7% | $2,148-69.1% |
| Participant deferral / active EE | $1,312 | $2,625-50.0% | $3,885-66.2% | $3,539-62.9% |
| Admin fee / account holder | $177 | $123+43.6% | $5,351-96.7% | $142+24.5% |