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 14201 | Recordkeeping | $652 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,306 | $45,283-50.7% | $155,790-85.7% | $52,331-57.4% |
| Participation rate | 77.9% | 62.2%+15.7pp | 76.1%+1.8pp | 68.1%+9.8pp |
| Annual return | -1.17% | 1.80%-3.0pp | 71.54%-72.7pp | 4.54%-5.7pp |
| Employer contribution / active EE | $22 | $1,329-98.3% | $3,836-99.4% | $1,882-98.8% |
| Participant deferral / active EE | $2,435 | $2,854-14.7% | $4,797-49.2% | $3,022-19.4% |
| Admin fee / account holder | $10 | $981-99.0% | $7,478-99.9% | $592-98.3% |