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 SERVICES1+ years Filed as: P & A RETIREMENT PLAN SERVICES, INC Service code 13 17 COURT ST, SUITE 500 · BUFFALO, NY 14202 | Contract Administrator | $47,698 |
TRG ADVISORS, INC.1+ years Service code 26 6500 SHERIDAN DR, SUITE 110 · WILLIAMSVILLE, NY 14221 | Advisory (Participants) | $44,298 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $110,615 | $46,360+138.6% | $147,614-25.1% | $52,331+111.4% |
| Participation rate | 70.6% | 64.9%+5.6pp | 84.6%-14.0pp | 68.1%+2.5pp |
| Annual return | 0.10% | 1.62%-1.5pp | 61.98%-61.9pp | 4.54%-4.4pp |
| Employer contribution / active EE | $2,361 | $2,126+11.1% | $5,564-57.6% | $1,882+25.5% |
| Participant deferral / active EE | $5,761 | $2,258+155.2% | $4,895+17.7% | $3,022+90.6% |
| Admin fee / account holder | $409 | $766-46.6% | $11,611-96.5% | $592-30.9% |