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 | $1,720 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,353 | $55,453-38.0% | $170,442-79.8% | $62,292-44.9% |
| Participation rate | 49.4% | 66.4%-17.0pp | 83.6%-34.2pp | 69.5%-20.1pp |
| Annual return | 10.15% | 21.38%-11.2pp | 205.93%-195.8pp | 28.90%-18.8pp |
| Employer contribution / active EE | $378 | $2,164-82.5% | $5,433-93.0% | $2,042-81.5% |
| Participant deferral / active EE | $2,226 | $2,303-3.3% | $4,939-54.9% | $3,169-29.8% |
| Admin fee / account holder | $33 | $455-92.7% | $13,880-99.8% | $479-93.0% |