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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $634 |
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.
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 | $59,454 | $52,884+12.4% | $84,750-29.8% | $55,167+7.8% |
| Participation rate | 59.1% | 67.5%-8.4pp | 76.6%-17.5pp | 69.0%-9.9pp |
| Annual return | 9.03% | 18.03%-9.0pp | 22.78%-13.8pp | 169.23%-160.2pp |
| Employer contribution / active EE | $88 | $2,233-96.1% | $3,574-97.5% | $1,963-95.5% |
| Participant deferral / active EE | $3,016 | $2,644+14.1% | $3,712-18.7% | $3,054-1.2% |
| Admin fee / account holder | $35 | $581-94.0% | $5,332-99.3% | $504-93.1% |