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 | $800 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,863 | $91,517-90.3% | $101,248-91.2% | $73,409-87.9% |
| Participation rate | 81.4% | 73.8%+7.7pp | 75.8%+5.6pp | 72.2%+9.3pp |
| Annual return | 17.50% | 17.17%+0.3pp | 46.47%-29.0pp | 59.29%-41.8pp |
| Employer contribution / active EE | $1,231 | $2,877-57.2% | $3,660-66.4% | $2,234-44.9% |
| Participant deferral / active EE | $1,297 | $3,338-61.1% | $4,370-70.3% | $3,805-65.9% |
| Admin fee / account holder | $56 | $216-74.1% | $5,945-99.1% | $158-64.7% |