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 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $7,618 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,218 | $89,436-11.4% | $164,813-51.9% | $77,643+2.0% |
| Participation rate | 97.7% | 78.6%+19.1pp | 78.6%+19.1pp | 70.6%+27.2pp |
| Annual return | 14.28% | 28.83%-14.5pp | 69.93%-55.6pp | 31.24%-17.0pp |
| Employer contribution / active EE | $579 | $2,569-77.4% | $4,341-86.7% | $2,726-78.7% |
| Participant deferral / active EE | $5,793 | $4,897+18.3% | $6,031-3.9% | $4,647+24.7% |
| Admin fee / account holder | $386 | $339+13.6% | $12,690-97.0% | $430-10.4% |