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 | $3,206 |
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 | $29,779 | $54,701-45.6% | $86,188-65.4% | $71,457-58.3% |
| Participation rate | 85.2% | 60.1%+25.1pp | 69.0%+16.3pp | 67.9%+17.3pp |
| Annual return | 16.64% | 20.06%-3.4pp | 1168.45%-1151.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $406 | $1,265-67.9% | $2,380-82.9% | $2,588-84.3% |
| Participant deferral / active EE | $3,535 | $3,108+13.7% | $3,985-11.3% | $4,289-17.6% |
| Admin fee / account holder | $358 | $1,922-81.4% | $6,852-94.8% | $1,587-77.5% |