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 | $687 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $55,629 | $64,909-14.3% | $82,313-32.4% | $62,292-10.7% |
| Participation rate | 50.0% | 74.9%-24.9pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 17.52% | 21.18%-3.7pp | 25.88%-8.4pp | 28.90%-11.4pp |
| Employer contribution / active EE | $569 | $1,676-66.1% | $2,428-76.6% | $2,042-72.1% |
| Participant deferral / active EE | $1,570 | $3,103-49.4% | $3,706-57.6% | $3,169-50.5% |
| Admin fee / account holder | $92 | $440-79.1% | $5,608-98.4% | $479-80.9% |