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 | $133,662 |
LPL FINANCIAL4 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.
Annual investment return 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 | $11,769 | $86,338-86.4% | $91,989-87.2% | $77,787-84.9% |
| Participation rate | 52.6% | 82.9%-30.4pp | 78.6%-26.0pp | 73.2%-20.6pp |
| Annual return | 17.98% | 29.65%-11.7pp | 69.02%-51.0pp | 32.57%-14.6pp |
| Employer contribution / active EE | $0 | $2,988-100.0% | $3,452-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $4,502 | $6,908-34.8% | $5,923-24.0% | $3,967+13.5% |
| Admin fee / account holder | $114 | $79+43.4% | $7,743-98.5% | $100+13.7% |