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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $675 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,480 | $86,332-26.5% | $125,175-49.3% | $65,185-2.6% |
| Participation rate | 81.6% | 75.3%+6.2pp | 79.8%+1.8pp | 70.2%+11.4pp |
| Annual return | 18.24% | 27.43%-9.2pp | 43.79%-25.6pp | 29.38%-11.1pp |
| Employer contribution / active EE | $1,295 | $2,040-36.5% | $3,865-66.5% | $2,177-40.5% |
| Participant deferral / active EE | $2,129 | $3,537-39.8% | $4,937-56.9% | $3,514-39.4% |
| Admin fee / account holder | $458 | $609-24.8% | $9,702-95.3% | $847-45.9% |