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 | $844 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $105,160 | $64,119+64.0% | $112,228-6.3% | $66,914+57.2% |
| Participation rate | 96.8% | 68.5%+28.3pp | 75.1%+21.7pp | 69.8%+27.0pp |
| Annual return | -15.07% | -13.81%-1.3pp | 27.45%-42.5pp | 1.58%-16.6pp |
| Employer contribution / active EE | $2,804 | $3,005-6.7% | $3,635-22.8% | $2,544+10.2% |
| Participant deferral / active EE | $8,558 | $3,693+131.7% | $4,728+81.0% | $4,237+102.0% |
| Admin fee / account holder | $425 | $625-32.0% | $6,410-93.4% | $593-28.3% |