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 | $1,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $41,625 | $62,928-33.9% | $172,739-75.9% | $67,579-38.4% |
| Participation rate | 57.1% | 64.5%-7.3pp | 82.6%-25.5pp | 71.3%-14.1pp |
| Annual return | 18.47% | 30.36%-11.9pp | 802.84%-784.4pp | 378.56%-360.1pp |
| Employer contribution / active EE | $492 | $1,636-69.9% | $5,143-90.4% | $2,148-77.1% |
| Participant deferral / active EE | $2,989 | $2,145+39.4% | $5,198-42.5% | $3,539-15.5% |
| Admin fee / account holder | $33 | $167-80.2% | $13,954-99.8% | $142-76.8% |