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 | $12,632 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 1250 CAPITAL OF TEXAS HGWY S · AUSTIN, TX 78746 | Advisory (Participants) | $9,643 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,938 | $61,272-62.6% | $149,673-84.7% | $71,457-67.9% |
| Participation rate | 71.8% | 62.5%+9.3pp | 78.8%-6.9pp | 67.9%+3.9pp |
| Annual return | -7.19% | 35.85%-43.0pp | 134.42%-141.6pp | 28.85%-36.0pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,341 | $2,917-19.8% | $5,680-58.8% | $4,289-45.4% |
| Admin fee / account holder | $135 | $1,261-89.3% | $13,210-99.0% | $1,587-91.5% |