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 | $1,726 |
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 | $25,456 | $64,286-60.4% | $90,951-72.0% | $73,409-65.3% |
| Participation rate | 81.3% | 63.6%+17.7pp | 69.0%+12.3pp | 72.2%+9.1pp |
| Annual return | 15.22% | 21.45%-6.2pp | 134.60%-119.4pp | 59.29%-44.1pp |
| Employer contribution / active EE | $336 | $895-62.4% | $2,122-84.2% | $2,234-84.9% |
| Participant deferral / active EE | $2,552 | $2,453+4.0% | $3,373-24.3% | $3,805-32.9% |
| Admin fee / account holder | $222 | $287-22.7% | $5,959-96.3% | $158+40.6% |