See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,636 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,994 | $49,451+41.5% | $79,550-12.0% | $66,914+4.6% |
| Participation rate | 67.8% | 61.3%+6.5pp | 69.5%-1.7pp | 69.8%-2.0pp |
| Annual return | -16.51% | 84.25%-100.8pp | 0.16%-16.7pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,153 | $1,266-8.9% | $2,413-52.2% | $2,544-54.7% |
| Participant deferral / active EE | $3,790 | $3,159+20.0% | $3,985-4.9% | $4,237-10.6% |
| Admin fee / account holder | $22 | $595-96.3% | $6,832-99.7% | $593-96.3% |