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 | $96,340 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $22,500 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,239 | $71,106-88.4% | $83,333-90.1% | $75,289-89.1% |
| Participation rate | 51.3% | 82.0%-30.7pp | 77.8%-26.5pp | 72.4%-21.1pp |
| Annual return | -3.78% | -0.56%-3.2pp | 10.63%-14.4pp | -0.04%-3.7pp |
| Employer contribution / active EE | $0 | $2,436-100.0% | $3,379-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,027 | $6,249-35.6% | $5,565-27.6% | $3,739+7.7% |
| Admin fee / account holder | $63 | $72-13.5% | $7,510-99.2% | $102-38.8% |