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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,386 | $77,660-41.6% | $109,143-58.4% | $79,386-42.8% |
| Participation rate | 46.4% | 67.8%-21.4pp | 75.9%-29.5pp | 70.7%-24.3pp |
| Annual return | 14.72% | 23.44%-8.7pp | 25.75%-11.0pp | 116.85%-102.1pp |
| Employer contribution / active EE | $601 | $2,797-78.5% | $3,722-83.8% | $2,427-75.2% |
| Participant deferral / active EE | $1,997 | $3,518-43.2% | $4,653-57.1% | $4,046-50.6% |
| Admin fee / account holder | $267 | $732-63.5% | $6,752-96.0% | $626-57.3% |