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 | $1,298 |
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 | $119,940 | $50,498+137.5% | $75,781+58.3% | $55,191+117.3% |
| Participation rate | 99.1% | 69.4%+29.7pp | 75.8%+23.3pp | 69.2%+29.9pp |
| Annual return | -1.18% | 1.80%-3.0pp | 9.68%-10.9pp | 10.78%-12.0pp |
| Employer contribution / active EE | $8,631 | $2,291+276.8% | $3,323+159.7% | $1,899+354.6% |
| Participant deferral / active EE | $11,189 | $2,589+332.2% | $3,651+206.4% | $3,046+267.3% |
| Admin fee / account holder | $207 | $123+68.3% | $5,299-96.1% | $91+128.1% |