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 | $361 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $40,636 | $69,362-41.4% | $101,248-59.9% | $73,488-44.7% |
| Participation rate | 58.2% | 68.4%-10.2pp | 75.8%-17.6pp | 70.7%-12.5pp |
| Annual return | 16.54% | 18.46%-1.9pp | 46.47%-29.9pp | 28.51%-12.0pp |
| Employer contribution / active EE | $429 | $2,628-83.7% | $3,660-88.3% | $2,270-81.1% |
| Participant deferral / active EE | $2,097 | $3,300-36.5% | $4,370-52.0% | $3,740-43.9% |
| Admin fee / account holder | $334 | $704-52.5% | $5,945-94.4% | $513-34.9% |