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 142010600 | Recordkeeping | $0 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,994 | $78,485-40.1% | $106,213-55.8% | $74,495-36.9% |
| Participation rate | 69.2% | 72.8%-3.6pp | 75.3%-6.1pp | 67.2%+2.0pp |
| Annual return | 15.79% | 15.95%-0.2pp | 116.14%-100.3pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $1,224 | $2,523-51.5% | $3,171-61.4% | $2,623-53.3% |
| Participant deferral / active EE | $2,025 | $4,322-53.2% | $5,016-59.6% | $4,346-53.4% |
| Admin fee / account holder | $420 | $2,232-81.2% | $11,033-96.2% | $1,942-78.4% |