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 | $1,205 |
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 | $177,052 | $104,475+69.5% | $159,436+11.0% | $79,386+123.0% |
| Participation rate | 73.6% | 76.6%-3.1pp | 82.8%-9.3pp | 70.7%+2.8pp |
| Annual return | 15.16% | 67.95%-52.8pp | 263.57%-248.4pp | 116.85%-101.7pp |
| Employer contribution / active EE | $1,556 | $3,417-54.4% | $4,829-67.8% | $2,427-35.9% |
| Participant deferral / active EE | $7,738 | $6,467+19.6% | $7,352+5.3% | $4,046+91.3% |
| Admin fee / account holder | $243 | $711-65.9% | $10,799-97.8% | $626-61.2% |