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 | $796 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,384 | $69,977-8.0% | $108,579-40.7% | $62,891+2.4% |
| Participation rate | 94.9% | 72.9%+22.0pp | 79.6%+15.3pp | 69.3%+25.6pp |
| Annual return | 5.96% | 10.73%-4.8pp | -51.70%+57.7pp | 20.14%-14.2pp |
| Employer contribution / active EE | $970 | $2,135-54.6% | $3,758-74.2% | $2,281-57.5% |
| Participant deferral / active EE | $2,547 | $3,165-19.5% | $4,311-40.9% | $3,203-20.5% |
| Admin fee / account holder | $31 | $5,076-99.4% | $7,645-99.6% | $4,296-99.3% |