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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $171 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,411 | $32,117+103.7% | $71,086-8.0% | $64,186+1.9% |
| Participation rate | 18.2% | 42.7%-24.5pp | 54.7%-36.5pp | 69.6%-51.4pp |
| Annual return | -5.37% | -5.57%+0.2pp | 650.59%-656.0pp | 7.63%-13.0pp |
| Employer contribution / active EE | $359 | $712-49.6% | $1,088-67.0% | $2,381-84.9% |
| Participant deferral / active EE | $664 | $1,263-47.4% | $1,874-64.6% | $3,470-80.9% |
| Admin fee / account holder | $371 | $2,759-86.6% | $3,082-88.0% | $4,888-92.4% |