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 SERVICES6+ years Filed as: P&A RETIREMENT PLAN SERVICES, INC. Service code 13 · EIN 16-1533601 | Contract Administrator | $11,560 |
LAWLEY RETIREMENT ADVISORS LLC5+ years Service code 26 361 DELAWARE AVENUE · BUFFALO, NY 14202 | Advisory (Participants) | $10,935 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,436 | $60,124-34.4% | $90,404-56.4% | $79,858-50.6% |
| Participation rate | 66.0% | 65.0%+1.0pp | 72.7%-6.7pp | 69.6%-3.7pp |
| Annual return | 19.14% | 71.94%-52.8pp | 1293.02%-1273.9pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,429 | $2,068-30.9% | $3,262-56.2% | $2,471-42.2% |
| Participant deferral / active EE | $1,793 | $2,938-39.0% | $3,963-54.8% | $3,740-52.1% |
| Admin fee / account holder | $268 | $3,976-93.3% | $5,611-95.2% | $5,306-95.0% |