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 14201 | Recordkeeping | $158 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,580 | $50,464-85.0% | $75,781-90.0% | $52,331-85.5% |
| Participation rate | 54.9% | 66.8%-11.9pp | 75.8%-20.9pp | 68.1%-13.2pp |
| Annual return | -10.10% | 1.03%-11.1pp | 9.68%-19.8pp | 4.54%-14.6pp |
| Employer contribution / active EE | $1,486 | $1,988-25.3% | $3,323-55.3% | $1,882-21.0% |
| Participant deferral / active EE | $1,818 | $2,570-29.3% | $3,651-50.2% | $3,022-39.9% |
| Admin fee / account holder | $57 | $1,103-94.8% | $5,299-98.9% | $592-90.4% |