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 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NE 142010600 | Recordkeeping | $1,098 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,554 | $64,909-48.3% | $82,313-59.2% | $62,292-46.1% |
| Participation rate | 62.5% | 74.9%-12.4pp | 76.9%-14.4pp | 69.5%-7.0pp |
| Annual return | 15.04% | 21.18%-6.1pp | 25.88%-10.8pp | 28.90%-13.9pp |
| Employer contribution / active EE | $1,082 | $1,676-35.4% | $2,428-55.4% | $2,042-47.0% |
| Participant deferral / active EE | $1,729 | $3,103-44.3% | $3,706-53.3% | $3,169-45.4% |
| Admin fee / account holder | $137 | $440-68.7% | $5,608-97.5% | $479-71.3% |