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 | $1,515 |
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 | $17,226 | $58,726-70.7% | $92,233-81.3% | $62,292-72.3% |
| Participation rate | 55.3% | 68.3%-13.0pp | 76.5%-21.1pp | 69.5%-14.2pp |
| Annual return | 11.72% | 43.62%-31.9pp | 176.28%-164.6pp | 28.90%-17.2pp |
| Employer contribution / active EE | $1,446 | $2,392-39.6% | $3,679-60.7% | $2,042-29.2% |
| Participant deferral / active EE | $1,677 | $2,766-39.4% | $3,897-57.0% | $3,169-47.1% |
| Admin fee / account holder | $11 | $556-98.0% | $5,194-99.8% | $479-97.6% |