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 | $2,120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,206 | $54,392-13.2% | $84,750-44.3% | $63,975-26.2% |
| Participation rate | 28.0% | 76.9%-48.9pp | 76.6%-48.6pp | 71.1%-43.2pp |
| Annual return | 5.71% | 611.38%-605.7pp | 22.78%-17.1pp | 48.65%-42.9pp |
| Employer contribution / active EE | $399 | $2,943-86.4% | $3,574-88.8% | $2,182-81.7% |
| Participant deferral / active EE | $1,728 | $2,593-33.4% | $3,712-53.4% | $3,356-48.5% |
| Admin fee / account holder | $27 | $136-80.4% | $5,332-99.5% | $70-62.2% |