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 | $652 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,781 | $78,705+1.4% | $117,854-32.3% | $70,131+13.8% |
| Participation rate | 93.6% | 73.2%+20.4pp | 79.7%+14.0pp | 69.5%+24.1pp |
| Annual return | 17.96% | 23.30%-5.3pp | 335.08%-317.1pp | 73.14%-55.2pp |
| Employer contribution / active EE | $2,006 | $2,223-9.8% | $3,786-47.0% | $2,342-14.4% |
| Participant deferral / active EE | $3,291 | $3,297-0.2% | $4,482-26.6% | $3,332-1.2% |
| Admin fee / account holder | $34 | $5,065-99.3% | $8,020-99.6% | $4,645-99.3% |