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 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $255 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,532 | $66,310-49.4% | $93,606-64.2% | $65,185-48.6% |
| Participation rate | 18.8% | 74.0%-55.2pp | 75.8%-57.1pp | 70.2%-51.4pp |
| Annual return | 22.46% | 42.58%-20.1pp | 32.76%-10.3pp | 29.38%-6.9pp |
| Employer contribution / active EE | $0 | $2,012-100.0% | $2,718-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $470 | $3,342-85.9% | $4,069-88.4% | $3,514-86.6% |
| Admin fee / account holder | $12 | $6,897-99.8% | $7,888-99.8% | $847-98.5% |