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 | $520 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,492 | $42,546-21.3% | $71,796-53.4% | $55,167-39.3% |
| Participation rate | 99.0% | 59.1%+39.9pp | 69.1%+29.9pp | 69.0%+30.1pp |
| Annual return | 5.25% | 12.36%-7.1pp | 78.04%-72.8pp | 169.23%-164.0pp |
| Employer contribution / active EE | $343 | $803-57.3% | $1,924-82.2% | $1,963-82.5% |
| Participant deferral / active EE | $2,257 | $2,064+9.3% | $2,794-19.2% | $3,054-26.1% |
| Admin fee / account holder | $28 | $650-95.7% | $4,815-99.4% | $504-94.4% |