See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $223 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,151 | $73,867-74.1% | $143,757-86.7% | $68,494-72.0% |
| Participation rate | 17.9% | 66.7%-48.8pp | 80.3%-62.4pp | 67.9%-50.0pp |
| Annual return | -18.11% | 1.01%-19.1pp | -0.04%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,170 | $3,184-63.2% | $4,951-76.4% | $2,596-54.9% |
| Participant deferral / active EE | $1,996 | $3,384-41.0% | $5,637-64.6% | $4,027-50.4% |
| Admin fee / account holder | $163 | $5,755-97.2% | $14,673-98.9% | $5,403-97.0% |