See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $9,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,197 | $51,244-89.9% | $80,975-93.6% | $55,167-90.6% |
| Participation rate | 33.5% | 71.7%-38.2pp | 75.8%-42.3pp | 69.0%-35.5pp |
| Annual return | 20.00% | 17.39%+2.6pp | 17.10%+2.9pp | 169.23%-149.2pp |
| Employer contribution / active EE | $415 | $1,770-76.6% | $3,714-88.8% | $1,963-78.9% |
| Participant deferral / active EE | $1,048 | $4,418-76.3% | $5,696-81.6% | $3,054-65.7% |
| Admin fee / account holder | $0 | $398-100.0% | $5,516-100.0% | $504-100.0% |