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 | $0 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $0 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $17,653 | $102,389-82.8% | $100,516-82.4% | $90,288-80.4% |
| Participation rate | 0.0% | 84.0%-84.0pp | 79.4%-79.4pp | 73.4%-73.4pp |
| Annual return | 13.92% | 22.50%-8.6pp | 30.89%-17.0pp | 53.97%-40.0pp |
| Employer contribution / active EE | $0 | $3,056-100.0% | $3,418-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $5,473 | $7,514-27.2% | $6,270-12.7% | $4,232+29.3% |
| Admin fee / account holder | $122 | $83+46.2% | $8,081-98.5% | $114+6.7% |