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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,153 | $84,948-82.2% | $70,449-78.5% | $73,409-79.4% |
| Participation rate | 67.6% | 79.9%-12.4pp | 75.1%-7.5pp | 72.2%-4.6pp |
| Annual return | 17.42% | 13.39%+4.0pp | 109.03%-91.6pp | 59.29%-41.9pp |
| Employer contribution / active EE | $1,201 | $2,834-57.6% | $2,737-56.1% | $2,234-46.2% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $3,709-100.0% | $3,805-100.0% |
| Admin fee / account holder | $2 | $98-98.4% | $3,845-100.0% | $158-99.0% |