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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $30,660 | $63,114-51.4% | $92,893-67.0% | $65,185-53.0% |
| Participation rate | 54.7% | 68.8%-14.0pp | 76.0%-21.3pp | 70.2%-15.5pp |
| Annual return | 21.10% | 28.75%-7.7pp | 109.41%-88.3pp | 29.38%-8.3pp |
| Employer contribution / active EE | $612 | $2,571-76.2% | $3,653-83.2% | $2,177-71.9% |
| Participant deferral / active EE | $2,254 | $3,108-27.5% | $4,236-46.8% | $3,514-35.9% |
| Admin fee / account holder | $79 | $624-87.3% | $5,794-98.6% | $847-90.7% |