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 | $47,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,704 | $52,208-46.9% | $86,612-68.0% | $74,419-62.8% |
| Participation rate | 38.1% | 66.3%-28.2pp | 71.7%-33.6pp | 70.7%-32.6pp |
| Annual return | 19.75% | 44.46%-24.7pp | 591.07%-571.3pp | 34.38%-14.6pp |
| Employer contribution / active EE | $1,731 | $2,282-24.2% | $3,022-42.7% | $2,637-34.4% |
| Participant deferral / active EE | $2,143 | $3,383-36.7% | $4,438-51.7% | $4,528-52.7% |
| Admin fee / account holder | $309 | $319-3.2% | $5,614-94.5% | $348-11.3% |