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 | $262 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,695 | $40,385-16.6% | $80,569-58.2% | $74,419-54.7% |
| Participation rate | 56.6% | 47.4%+9.1pp | 67.0%-10.4pp | 70.7%-14.2pp |
| Annual return | 18.79% | 164.85%-146.1pp | 935.43%-916.6pp | 34.38%-15.6pp |
| Employer contribution / active EE | $1,017 | $1,496-32.0% | $2,723-62.6% | $2,637-61.4% |
| Participant deferral / active EE | $2,642 | $2,674-1.2% | $4,447-40.6% | $4,528-41.6% |
| Admin fee / account holder | $403 | $720-44.1% | $5,377-92.5% | $348+15.7% |