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 | $3,372 |
Participant contribution per participant 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 | $29,859 | $106,236-71.9% | $112,228-73.4% | $64,808-53.9% |
| Participation rate | 73.2% | 71.7%+1.5pp | 75.1%-1.9pp | 71.5%+1.7pp |
| Annual return | -12.97% | -6.02%-7.0pp | 27.45%-40.4pp | 32.82%-45.8pp |
| Employer contribution / active EE | $1,149 | $3,166-63.7% | $3,635-68.4% | $2,506-54.1% |
| Participant deferral / active EE | $1,096 | $3,785-71.0% | $4,728-76.8% | $4,310-74.6% |
| Admin fee / account holder | $189 | $452-58.2% | $6,410-97.1% | $188+0.4% |