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 |
|---|---|---|
Filed as: BOETGER RETIREMENT PLAN SERVICES Service code 21 3 HOLLAND STREET · ERIE, PA 16507 | Bank Trustee | $1,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,694 | $47,977-38.1% | $154,107-80.7% | $56,287-47.2% |
| Participation rate | 50.7% | 66.2%-15.5pp | 83.0%-32.4pp | 69.9%-19.2pp |
| Annual return | 12.29% | 3.54%+8.8pp | 735.12%-722.8pp | -9.96%+22.2pp |
| Employer contribution / active EE | $359 | $2,169-83.4% | $5,298-93.2% | $2,111-83.0% |
| Participant deferral / active EE | $1,144 | $2,392-52.2% | $5,081-77.5% | $3,350-65.8% |
| Admin fee / account holder | $9 | $438-97.8% | $13,411-99.9% | $521-98.2% |