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 | $462 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $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 | $38,691 | $73,638-47.5% | $95,952-59.7% | $73,488-47.4% |
| Participation rate | 77.8% | 76.2%+1.6pp | 77.1%+0.7pp | 70.7%+7.1pp |
| Annual return | 16.84% | 16.78%+0.1pp | 91.61%-74.8pp | 28.51%-11.7pp |
| Employer contribution / active EE | $1,376 | $1,863-26.1% | $2,541-45.8% | $2,270-39.4% |
| Participant deferral / active EE | $4,318 | $3,617+19.4% | $4,167+3.6% | $3,740+15.5% |
| Admin fee / account holder | $262 | $482-45.6% | $6,795-96.1% | $513-48.9% |