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 |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: P&A RETIREMENT PLAN SERVICES, INC. Service code 13 · EIN 16-1533601 | Contract Administrator | $12,826 |
LAWLEY RETIREMENT ADVISORS LLC4+ years Service code 26 361 DELAWARE AVENUE · BUFFALO, NY 14202 | Advisory (Participants) | $9,908 |
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 | $29,578 | $51,620-42.7% | $90,281-67.2% | $65,185-54.6% |
| Participation rate | 71.2% | 68.6%+2.5pp | 73.3%-2.1pp | 70.2%+1.0pp |
| Annual return | 19.97% | 24.94%-5.0pp | 78.10%-58.1pp | 29.38%-9.4pp |
| Employer contribution / active EE | $1,376 | $2,235-38.4% | $2,854-51.8% | $2,177-36.8% |
| Participant deferral / active EE | $1,676 | $2,871-41.6% | $3,885-56.9% | $3,514-52.3% |
| Admin fee / account holder | $244 | $384-36.4% | $5,351-95.4% | $847-71.1% |