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 | $340 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,584 | $93,131-57.5% | $106,548-62.8% | $86,799-54.4% |
| Participation rate | 13.1% | 81.4%-68.3pp | 76.1%-63.0pp | 72.3%-59.1pp |
| Annual return | 13.21% | 19.45%-6.2pp | 26.80%-13.6pp | 97.91%-84.7pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,819-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $463 | $4,708-90.2% | $4,398-89.5% | $4,131-88.8% |
| Admin fee / account holder | $28 | $145-81.0% | $7,407-99.6% | $170-83.8% |