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 | $1,631 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,747 | $37,196-12.0% | $154,107-78.8% | $55,725-41.2% |
| Participation rate | 57.9% | 64.1%-6.2pp | 83.0%-25.2pp | 70.9%-13.0pp |
| Annual return | -5.60% | 1319.68%-1325.3pp | 735.12%-740.7pp | 244.93%-250.5pp |
| Employer contribution / active EE | $503 | $1,614-68.9% | $5,298-90.5% | $2,078-75.8% |
| Participant deferral / active EE | $2,830 | $2,068+36.8% | $5,081-44.3% | $3,356-15.7% |
| Admin fee / account holder | $32 | $102-68.2% | $13,411-99.8% | $115-72.0% |