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 |
|---|---|---|
COURIER CAPITAL7 years Filed as: COURIER CAPITAL ADVISORS Service code 17 1114 DELAWARE AVE · BUFFALO, NY 14209 | Pension Consulting | $9,359 |
Filed as: P&A RETIREMENT PLAN SERVICES,INC. Service code 13 · EIN 16-1533601 17 COURT STREET · BUFFALO, NY 14202 | Contract Administrator | $9,059 |
INVESTMENT ANALYTICS8+ years Service code 17 1350 ONE M AND T PLAZA · BUFFALO, NY 14202 | Pension Consulting | $8,674 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,936 | $51,197-39.6% | $82,719-62.6% | $66,914-53.8% |
| Participation rate | 46.3% | 67.8%-21.5pp | 72.6%-26.3pp | 69.8%-23.5pp |
| Annual return | -19.26% | -9.64%-9.6pp | 701.18%-720.4pp | 1.58%-20.8pp |
| Employer contribution / active EE | $413 | $2,611-84.2% | $3,009-86.3% | $2,544-83.8% |
| Participant deferral / active EE | $1,422 | $3,458-58.9% | $4,395-67.6% | $4,237-66.4% |
| Admin fee / account holder | $371 | $416-10.7% | $5,329-93.0% | $593-37.4% |