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 | $12 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,492 | $25,165-22.5% | $73,545-73.5% | $77,958-75.0% |
| Participation rate | 24.9% | 36.6%-11.7pp | 54.9%-30.0pp | 71.6%-46.8pp |
| Annual return | 16.89% | 18.12%-1.2pp | -15.16%+32.0pp | 20.87%-4.0pp |
| Employer contribution / active EE | $186 | $395-53.1% | $1,219-84.8% | $2,310-92.0% |
| Participant deferral / active EE | $491 | $898-45.3% | $1,806-72.8% | $3,537-86.1% |
| Admin fee / account holder | $41 | $76-45.5% | $2,320-98.2% | $97-57.6% |