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 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,146 |
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 | $119,374 | $73,102+63.3% | $123,544-3.4% | $56,287+112.1% |
| Participation rate | 86.3% | 74.3%+12.0pp | 82.3%+4.0pp | 69.9%+16.5pp |
| Annual return | -4.12% | 3.01%-7.1pp | 119.20%-123.3pp | -9.96%+5.8pp |
| Employer contribution / active EE | $1,440 | $2,977-51.6% | $4,628-68.9% | $2,111-31.8% |
| Participant deferral / active EE | $7,541 | $5,423+39.1% | $6,426+17.4% | $3,350+125.1% |
| Admin fee / account holder | $18 | $554-96.7% | $9,284-99.8% | $521-96.5% |