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 6400 MAIN STREET, SUITE 210 · WILLIAMSVILLE, NY 14221 | Contract Administrator | $6,902 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $6,454 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $4,983 |
VALIANT RETIRE INC.1 year Service code 15 · EIN 87-1649469 | Recordkeeping | $860 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,830 | $55,415-57.0% | $155,509-84.7% | $74,495-68.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 15.65% | 268.50%-252.8pp | 64.67%-49.0pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $2,744 | $2,267+21.1% | $4,672-41.3% | $2,623+4.6% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $96 | $1,738-94.4% | $15,912-99.4% | $1,942-95.0% |