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 | $68 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,707 | $72,012-78.2% | $185,823-91.5% | $79,858-80.3% |
| Participation rate | 47.3% | 65.8%-18.5pp | 78.0%-30.7pp | 69.6%-22.3pp |
| Annual return | 14.82% | 23.12%-8.3pp | 35.95%-21.1pp | 31.71%-16.9pp |
| Employer contribution / active EE | $219 | $1,965-88.8% | $4,087-94.6% | $2,471-91.1% |
| Participant deferral / active EE | $1,368 | $3,779-63.8% | $5,632-75.7% | $3,740-63.4% |
| Admin fee / account holder | $122 | $4,513-97.3% | $9,500-98.7% | $5,306-97.7% |