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 | $426 |
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 | $33,558 | $65,376-48.7% | $87,100-61.5% | $65,185-48.5% |
| Participation rate | 77.9% | 75.3%+2.5pp | 76.9%+1.0pp | 70.2%+7.7pp |
| Annual return | 25.55% | 31.27%-5.7pp | 28.19%-2.6pp | 29.38%-3.8pp |
| Employer contribution / active EE | $1,258 | $1,822-31.0% | $2,521-50.1% | $2,177-42.2% |
| Participant deferral / active EE | $3,378 | $3,388-0.3% | $4,049-16.6% | $3,514-3.9% |
| Admin fee / account holder | $116 | $520-77.6% | $7,497-98.4% | $847-86.2% |