See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $136 |
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 | $44,924 | $33,067+35.9% | $76,523-41.3% | $56,287-20.2% |
| Participation rate | 97.5% | 55.4%+42.1pp | 68.0%+29.5pp | 69.9%+27.7pp |
| Annual return | -6.38% | 2.72%-9.1pp | -0.27%-6.1pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,917 | $1,200+59.7% | $2,647-27.6% | $2,111-9.2% |
| Participant deferral / active EE | $2,232 | $2,240-0.3% | $3,835-41.8% | $3,350-33.4% |
| Admin fee / account holder | $139 | $537-74.0% | $4,848-97.1% | $521-73.2% |