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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
CHIAMPOU TRAVIS BESAW & KERSHNER2+ years Filed as: CHAMPIOU TRAVIS BESAW & KERSHNER LL Service code 10 · EIN 16-1468002 | Accounting | $7,200 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: P&A RETIREMENT PLAN SERVICES, INC Service code 13 · EIN 16-1533601 | Contract Administrator | $6,928 |
LAWLEY RETIREMENT ADVISORS LLC1+ years Filed as: LAWLEY RETIREMENT ADVISORS, LLC Service code 17 361 DELAWARE AVENUE · BUFFALO, NY 14202 | Pension Consulting | $5,601 |
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 | $15,409 | $44,425-65.3% | $67,834-77.3% | $55,167-72.1% |
| Participation rate | 61.1% | 59.7%+1.4pp | 68.8%-7.7pp | 69.0%-7.9pp |
| Annual return | 6.90% | 17.80%-10.9pp | 138.47%-131.6pp | 169.23%-162.3pp |
| Employer contribution / active EE | $454 | $1,351-66.4% | $2,403-81.1% | $1,963-76.8% |
| Participant deferral / active EE | $842 | $2,166-61.1% | $3,160-73.4% | $3,054-72.4% |
| Admin fee / account holder | $241 | $530-54.6% | $4,622-94.8% | $504-52.3% |