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 | $490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,676 | $64,909-57.4% | $82,313-66.4% | $62,292-55.6% |
| Participation rate | 63.4% | 74.9%-11.5pp | 76.9%-13.5pp | 69.5%-6.2pp |
| Annual return | 13.51% | 21.18%-7.7pp | 25.88%-12.4pp | 28.90%-15.4pp |
| Employer contribution / active EE | $326 | $1,676-80.6% | $2,428-86.6% | $2,042-84.1% |
| Participant deferral / active EE | $1,969 | $3,103-36.5% | $3,706-46.9% | $3,169-37.9% |
| Admin fee / account holder | $192 | $440-56.3% | $5,608-96.6% | $479-60.0% |