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 7-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 | $174,189 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,972 | $53,136-68.1% | $155,509-89.1% | $199,593-91.5% |
| Participation rate | 93.4% | 64.1%+29.4pp | 78.2%+15.3pp | 72.0%+21.5pp |
| Annual return | 14.87% | 41.15%-26.3pp | 64.67%-49.8pp | 34.25%-19.4pp |
| Employer contribution / active EE | $1,009 | $1,851-45.5% | $4,672-78.4% | $3,034-66.8% |
| Participant deferral / active EE | $3,853 | $3,161+21.9% | $5,626-31.5% | $5,087-24.2% |
| Admin fee / account holder | $142 | $185-23.4% | $15,912-99.1% | $269-47.2% |