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 SERVICES4+ years Filed as: P&A RETIREMENT PLAN SERVICES, INC. Service code 13 17 COURT ST, SUITE 500 · BUFFALO, NY 14202 | Contract Administrator | $6,416 |
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 | $9,739 | $76,000-87.2% | $154,107-93.7% | $64,186-84.8% |
| Participation rate | 70.7% | 70.4%+0.3pp | 83.0%-12.3pp | 69.6%+1.2pp |
| Annual return | -4.57% | 30.32%-34.9pp | 735.12%-739.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $623 | $3,351-81.4% | $5,298-88.2% | $2,381-73.8% |
| Participant deferral / active EE | $543 | $3,175-82.9% | $5,081-89.3% | $3,470-84.4% |
| Admin fee / account holder | $109 | $5,596-98.1% | $13,411-99.2% | $4,888-97.8% |