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 142010600 | Recordkeeping | $2,632 |
Participant contribution per participant 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 | $11,979 | $71,666-83.3% | $117,854-89.8% | $69,631-82.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.7%+20.3pp | 70.7%+29.3pp |
| Annual return | 21.88% | 18.86%+3.0pp | 335.08%-313.2pp | 27571.02%-27549.1pp |
| Employer contribution / active EE | $828 | $1,889-56.1% | $3,786-78.1% | $2,032-59.2% |
| Participant deferral / active EE | $1,198 | $3,340-64.1% | $4,482-73.3% | $3,224-62.8% |
| Admin fee / account holder | $30 | $120-74.7% | $8,020-99.6% | $110-72.5% |