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 | $778 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $116,837 | $69,362+68.4% | $101,248+15.4% | $73,488+59.0% |
| Participation rate | 94.8% | 68.4%+26.4pp | 75.8%+19.0pp | 70.7%+24.1pp |
| Annual return | 17.26% | 18.46%-1.2pp | 46.47%-29.2pp | 28.51%-11.3pp |
| Employer contribution / active EE | $2,667 | $2,628+1.5% | $3,660-27.1% | $2,270+17.5% |
| Participant deferral / active EE | $8,183 | $3,300+148.0% | $4,370+87.3% | $3,740+118.8% |
| Admin fee / account holder | $445 | $704-36.8% | $5,945-92.5% | $513-13.3% |