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 | $1,421 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,110 | $63,114-31.7% | $92,893-53.6% | $65,185-33.9% |
| Participation rate | 59.9% | 68.8%-8.9pp | 76.0%-16.1pp | 70.2%-10.3pp |
| Annual return | 24.76% | 28.75%-4.0pp | 109.41%-84.7pp | 29.38%-4.6pp |
| Employer contribution / active EE | $947 | $2,571-63.1% | $3,653-74.1% | $2,177-56.5% |
| Participant deferral / active EE | $2,433 | $3,108-21.7% | $4,236-42.6% | $3,514-30.8% |
| Admin fee / account holder | $369 | $624-40.9% | $5,794-93.6% | $847-56.5% |