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 14201 | Recordkeeping | $172 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,365 | $56,897-22.0% | $84,750-47.7% | $62,891-29.5% |
| Participation rate | 74.3% | 68.5%+5.8pp | 76.6%-2.3pp | 69.3%+5.0pp |
| Annual return | 7.84% | 6.30%+1.5pp | 22.78%-14.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,803 | $2,709+77.3% | $3,712+29.4% | $3,203+50.0% |
| Admin fee / account holder | $28 | $3,581-99.2% | $5,332-99.5% | $4,296-99.4% |