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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $8,172 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,153 | $95,388-49.5% | $125,339-61.6% | $77,904-38.2% |
| Participation rate | 45.6% | 78.6%-33.0pp | 82.4%-36.8pp | 73.7%-28.1pp |
| Annual return | -16.95% | 116.19%-133.1pp | 572.05%-589.0pp | 12.21%-29.2pp |
| Employer contribution / active EE | $1,006 | $3,666-72.6% | $4,814-79.1% | $2,848-64.7% |
| Participant deferral / active EE | $1,966 | $7,711-74.5% | $7,446-73.6% | $4,806-59.1% |
| Admin fee / account holder | $26 | $119-77.9% | $10,010-99.7% | $133-80.2% |