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 | $394 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,684 | $57,108-48.0% | $94,224-68.5% | $52,331-43.3% |
| Participation rate | 73.7% | 72.9%+0.8pp | 78.8%-5.1pp | 68.1%+5.6pp |
| Annual return | -1.76% | 1.47%-3.2pp | 10.68%-12.4pp | 4.54%-6.3pp |
| Employer contribution / active EE | $980 | $1,735-43.5% | $3,587-72.7% | $1,882-47.9% |
| Participant deferral / active EE | $3,001 | $3,040-1.3% | $4,320-30.5% | $3,022-0.7% |
| Admin fee / account holder | $141 | $546-74.3% | $6,269-97.8% | $592-76.2% |