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 | $3,044 |
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 | $37,042 | $59,417-37.7% | $93,606-60.4% | $74,495-50.3% |
| Participation rate | 78.2% | 59.7%+18.5pp | 68.7%+9.4pp | 67.2%+11.0pp |
| Annual return | 11.32% | 81.83%-70.5pp | 133.20%-121.9pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $391 | $1,264-69.1% | $2,420-83.9% | $2,623-85.1% |
| Participant deferral / active EE | $3,623 | $3,050+18.8% | $4,411-17.9% | $4,346-16.6% |
| Admin fee / account holder | $397 | $3,021-86.8% | $8,285-95.2% | $1,942-79.5% |