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 | $710 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,673 | $36,916-27.7% | $156,549-83.0% | $57,658-53.7% |
| Participation rate | 62.2% | 63.4%-1.2pp | 84.0%-21.8pp | 70.2%-8.0pp |
| Annual return | 10.30% | 12.38%-2.1pp | 32.23%-21.9pp | 5.13%+5.2pp |
| Employer contribution / active EE | $658 | $1,571-58.1% | $5,501-88.0% | $1,974-66.7% |
| Participant deferral / active EE | $1,909 | $1,926-0.9% | $4,871-60.8% | $3,061-37.6% |
| Admin fee / account holder | $407 | $82+393.3% | $13,027-96.9% | $95+330.5% |