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 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $4,065 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,258 | $78,275-47.3% | $109,143-62.2% | $86,799-52.5% |
| Participation rate | 71.8% | 73.8%-2.0pp | 75.9%-4.0pp | 72.3%-0.4pp |
| Annual return | 9.87% | 19.14%-9.3pp | 25.75%-15.9pp | 97.91%-88.0pp |
| Employer contribution / active EE | $1,026 | $3,105-67.0% | $3,722-72.4% | $2,405-57.3% |
| Participant deferral / active EE | $1,178 | $3,641-67.6% | $4,653-74.7% | $4,131-71.5% |
| Admin fee / account holder | $264 | $198+32.9% | $6,752-96.1% | $170+55.5% |