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 |
|---|---|---|
Filed as: P&A RETIREMENT PLAN SERVICES, INC. Service code 13 17 COURT ST, SUITE 500 · BUFFALO, NY 14202 | Contract Administrator | $11,253 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 1250 CAPITAL OF TEXAS HGWY · AUSTIN, TX 78746 | Advisory (Participants) | $8,294 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,680 | $61,156-48.2% | $185,823-83.0% | $79,386-60.1% |
| Participation rate | 83.3% | 66.6%+16.7pp | 81.7%+1.6pp | 70.7%+12.6pp |
| Annual return | 33.74% | 19.45%+14.3pp | 122.05%-88.3pp | 116.85%-83.1pp |
| Employer contribution / active EE | $2,347 | $2,321+1.1% | $5,167-54.6% | $2,427-3.3% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $160 | $710-77.4% | $16,237-99.0% | $626-74.4% |