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 | $2,156 |
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 | $23,719 | $49,138-51.7% | $84,015-71.8% | $65,185-63.6% |
| Participation rate | 74.2% | 60.7%+13.4pp | 69.0%+5.2pp | 70.2%+4.0pp |
| Annual return | 20.89% | 23.00%-2.1pp | 71.31%-50.4pp | 29.38%-8.5pp |
| Employer contribution / active EE | $312 | $914-65.9% | $1,983-84.3% | $2,177-85.7% |
| Participant deferral / active EE | $2,565 | $2,397+7.0% | $3,239-20.8% | $3,514-27.0% |
| Admin fee / account holder | $212 | $543-60.9% | $6,101-96.5% | $847-74.9% |