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 | $57,238 | $221,442-74.2% | $92,233-37.9% | $77,958-26.6% |
| Participation rate | 27.7% | 79.6%-51.9pp | 76.5%-48.8pp | 71.6%-43.9pp |
| Annual return | 14.78% | 15.65%-0.9pp | 176.28%-161.5pp | 20.87%-6.1pp |
| Employer contribution / active EE | $461 | $3,226-85.7% | $3,679-87.5% | $2,310-80.1% |
| Participant deferral / active EE | $1,639 | $2,779-41.0% | $3,897-57.9% | $3,537-53.6% |
| Admin fee / account holder | $37 | $210-82.3% | $5,194-99.3% | $97-62.0% |