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 | $2,435 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,471 | $49,451-46.5% | $79,550-66.7% | $66,914-60.4% |
| Participation rate | 84.9% | 61.3%+23.6pp | 69.5%+15.4pp | 69.8%+15.1pp |
| Annual return | -17.77% | 84.25%-102.0pp | 0.16%-17.9pp | 1.58%-19.4pp |
| Employer contribution / active EE | $403 | $1,266-68.2% | $2,413-83.3% | $2,544-84.2% |
| Participant deferral / active EE | $3,615 | $3,159+14.5% | $3,985-9.3% | $4,237-14.7% |
| Admin fee / account holder | $323 | $595-45.7% | $6,832-95.3% | $593-45.6% |