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 | $7,815 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 1250 CAPITAL OF TEXAS HGWY S · AUSTIN, TX 78746 | Advisory (Participants) | $6,129 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,669 | $47,977-44.4% | $154,107-82.7% | $56,287-52.6% |
| Participation rate | 58.5% | 66.2%-7.7pp | 83.0%-24.5pp | 69.9%-11.4pp |
| Annual return | 8.84% | 3.54%+5.3pp | 735.12%-726.3pp | -9.96%+18.8pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,947 | $2,392-18.6% | $5,081-61.7% | $3,350-41.9% |
| Admin fee / account holder | $139 | $438-68.2% | $13,411-99.0% | $521-73.2% |