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 8-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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,605 | $58,083-64.5% | $80,019-74.2% | $56,287-63.4% |
| Participation rate | 47.4% | 73.6%-26.2pp | 75.8%-28.4pp | 69.9%-22.5pp |
| Annual return | -6.32% | 34.61%-40.9pp | 11.22%-17.5pp | -9.96%+3.6pp |
| Employer contribution / active EE | $560 | $1,932-71.0% | $2,468-77.3% | $2,111-73.5% |
| Participant deferral / active EE | $1,543 | $3,135-50.8% | $3,686-58.1% | $3,350-53.9% |
| Admin fee / account holder | $9 | $623-98.6% | $6,521-99.9% | $521-98.3% |