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 0600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,639 | $71,192-79.4% | $117,854-87.6% | $62,292-76.5% |
| Participation rate | 72.3% | 74.2%-1.9pp | 79.7%-7.3pp | 69.5%+2.8pp |
| Annual return | 13.95% | 18.66%-4.7pp | 335.08%-321.1pp | 28.90%-14.9pp |
| Employer contribution / active EE | $1,493 | $1,934-22.8% | $3,786-60.6% | $2,042-26.9% |
| Participant deferral / active EE | $2,514 | $3,189-21.2% | $4,482-43.9% | $3,169-20.7% |
| Admin fee / account holder | $147 | $587-75.0% | $8,020-98.2% | $479-69.4% |