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, NY 142010600 | Recordkeeping | $388 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,806 | $46,297+52.9% | $71,671-1.2% | $62,292+13.7% |
| Participation rate | 25.6% | 60.6%-35.0pp | 68.7%-43.1pp | 69.5%-43.9pp |
| Annual return | 19.27% | 22.32%-3.1pp | 20.65%-1.4pp | 28.90%-9.6pp |
| Employer contribution / active EE | $389 | $1,412-72.5% | $2,460-84.2% | $2,042-81.0% |
| Participant deferral / active EE | $728 | $2,235-67.4% | $3,438-78.8% | $3,169-77.0% |
| Admin fee / account holder | $21 | $461-95.5% | $5,558-99.6% | $479-95.7% |