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 14201 | Recordkeeping | $274 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $53,034 | $46,732+13.5% | $156,549-66.1% | $55,167-3.9% |
| Participation rate | 78.4% | 65.8%+12.6pp | 84.0%-5.6pp | 69.0%+9.4pp |
| Annual return | 19.91% | 17.72%+2.2pp | 32.23%-12.3pp | 169.23%-149.3pp |
| Employer contribution / active EE | $2,291 | $2,105+8.8% | $5,501-58.3% | $1,963+16.8% |
| Participant deferral / active EE | $2,436 | $2,204+10.5% | $4,871-50.0% | $3,054-20.2% |
| Admin fee / account holder | $142 | $418-66.1% | $13,027-98.9% | $504-71.8% |