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 |
|---|---|---|
INVESTMENT ANALYTICS6+ years Service code 17 1350 ONE M AND T PLAZA · BUFFALO, NY 14203 | Pension Consulting | $9,495 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: P&A RETIREMENT PLAN SERVICES, INC Service code 13 · EIN 16-1533601 | Contract Administrator | $8,844 |
COURIER CAPITAL5 years Filed as: COURIER CAPITAL ADVISORS Service code 17 1114 DELAWARE AVE · BUFFALO, NY 14209 | Pension Consulting | $8,789 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $41,649 | $60,124-30.7% | $90,404-53.9% | $79,858-47.8% |
| Participation rate | 68.5% | 65.0%+3.5pp | 72.7%-4.2pp | 69.6%-1.1pp |
| Annual return | 25.94% | 71.94%-46.0pp | 1293.02%-1267.1pp | 31.71%-5.8pp |
| Employer contribution / active EE | $559 | $2,068-73.0% | $3,262-82.9% | $2,471-77.4% |
| Participant deferral / active EE | $1,657 | $2,938-43.6% | $3,963-58.2% | $3,740-55.7% |
| Admin fee / account holder | $367 | $3,976-90.8% | $5,611-93.5% | $5,306-93.1% |