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 | $0 |
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 | $34,096 | $67,606-49.6% | $82,313-58.6% | $70,131-51.4% |
| Participation rate | 71.7% | 72.8%-1.0pp | 76.9%-5.2pp | 69.5%+2.2pp |
| Annual return | 15.17% | 21.57%-6.4pp | 25.88%-10.7pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,163 | $1,755-33.8% | $2,428-52.1% | $2,342-50.4% |
| Participant deferral / active EE | $3,336 | $2,987+11.7% | $3,706-10.0% | $3,332+0.1% |
| Admin fee / account holder | $35 | $4,512-99.2% | $5,608-99.4% | $4,645-99.2% |