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 4-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 | $1,736 |
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).
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 | $30,746 | $106,749-71.2% | $145,433-78.9% | $82,448-62.7% |
| Participation rate | 72.9% | 75.6%-2.8pp | 82.1%-9.3pp | 68.1%+4.8pp |
| Annual return | 16.04% | 27.59%-11.6pp | 66.58%-50.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,732 | $3,444-49.7% | $4,554-62.0% | $2,551-32.1% |
| Participant deferral / active EE | $5,981 | $6,519-8.2% | $7,897-24.3% | $4,139+44.5% |
| Admin fee / account holder | $330 | $8,390-96.1% | $13,129-97.5% | $7,234-95.4% |