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 | $82 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,467 | $91,517-74.4% | $101,248-76.8% | $73,409-68.0% |
| Participation rate | 6.9% | 73.8%-66.9pp | 75.8%-68.9pp | 72.2%-65.3pp |
| Annual return | 13.08% | 17.17%-4.1pp | 46.47%-33.4pp | 59.29%-46.2pp |
| Employer contribution / active EE | $0 | $2,877-100.0% | $3,660-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $215 | $3,338-93.6% | $4,370-95.1% | $3,805-94.4% |
| Admin fee / account holder | $238 | $216+10.1% | $5,945-96.0% | $158+50.5% |