See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 | $41,564 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,257 | $47,722-55.5% | $82,719-74.3% | $64,808-67.2% |
| Participation rate | 36.5% | 67.6%-31.1pp | 72.6%-36.0pp | 71.5%-34.9pp |
| Annual return | -16.70% | -13.05%-3.6pp | 701.18%-717.9pp | 32.82%-49.5pp |
| Employer contribution / active EE | $1,401 | $2,179-35.7% | $3,009-53.4% | $2,506-44.1% |
| Participant deferral / active EE | $1,804 | $3,329-45.8% | $4,395-58.9% | $4,310-58.1% |
| Admin fee / account holder | $256 | $143+79.3% | $5,329-95.2% | $188+36.5% |