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 | $349,898 |
DEFINITI LLC1 year Service code 13 · EIN 85-0833363 2201 TIMBERLOCK PL, SUITE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $3,757 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,097 | $78,275-87.1% | $109,143-90.7% | $86,799-88.4% |
| Participation rate | 75.5% | 73.8%+1.7pp | 75.9%-0.3pp | 72.3%+3.3pp |
| Annual return | 13.69% | 19.14%-5.5pp | 25.75%-12.1pp | 97.91%-84.2pp |
| Employer contribution / active EE | $2,057 | $3,105-33.8% | $3,722-44.7% | $2,405-14.5% |
| Participant deferral / active EE | $1,475 | $3,641-59.5% | $4,653-68.3% | $4,131-64.3% |
| Admin fee / account holder | $72 | $198-63.7% | $6,752-98.9% | $170-57.5% |