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 SERVICES3+ years Filed as: P&A RETIREMENT PLAN SERVICES, INC. Service code 13 17 COURT ST, SUITE 500 · BUFFALO, NY 14202 | Contract Administrator | $6,333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,915 | $84,233-87.0% | $170,442-93.6% | $70,131-84.4% |
| Participation rate | 62.8% | 70.8%-8.0pp | 83.6%-20.8pp | 69.5%-6.8pp |
| Annual return | 21.47% | 23.06%-1.6pp | 205.93%-184.5pp | 73.14%-51.7pp |
| Employer contribution / active EE | $614 | $3,387-81.9% | $5,433-88.7% | $2,342-73.8% |
| Participant deferral / active EE | $406 | $3,086-86.9% | $4,939-91.8% | $3,332-87.8% |
| Admin fee / account holder | $81 | $5,698-98.6% | $13,880-99.4% | $4,645-98.3% |