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 | $892 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,971 | $76,670+44.7% | $96,683+14.8% | $71,457+55.3% |
| Participation rate | 97.5% | 66.6%+30.9pp | 74.3%+23.2pp | 67.9%+29.6pp |
| Annual return | 17.65% | 48.29%-30.6pp | 35.69%-18.0pp | 28.85%-11.2pp |
| Employer contribution / active EE | $3,130 | $3,031+3.3% | $3,737-16.2% | $2,588+21.0% |
| Participant deferral / active EE | $9,376 | $3,771+148.6% | $4,878+92.2% | $4,289+118.6% |
| Admin fee / account holder | $416 | $2,028-79.5% | $6,730-93.8% | $1,587-73.8% |