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 | $766 |
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 | $30,289 | $45,283-33.1% | $155,790-80.6% | $52,331-42.1% |
| Participation rate | 79.8% | 62.2%+17.6pp | 76.1%+3.7pp | 68.1%+11.7pp |
| Annual return | -1.17% | 1.80%-3.0pp | 71.54%-72.7pp | 4.54%-5.7pp |
| Employer contribution / active EE | $1,363 | $1,329+2.5% | $3,836-64.5% | $1,882-27.6% |
| Participant deferral / active EE | $2,335 | $2,854-18.2% | $4,797-51.3% | $3,022-22.7% |
| Admin fee / account holder | $102 | $981-89.6% | $7,478-98.6% | $592-82.8% |