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: LANDMARK WELTH MANAGEMENT Service code 26 45 BRYANT WOODS NORTH · AMHERST, NY 14228 | Advisory (Participants) | $52,800 |
Filed as: P&A RETIREMENT PLAN SERVICES INC Service code 13 · EIN 16-1533601 | Contract Administrator | $24,408 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $83,100 | $73,102+13.7% | $123,544-32.7% | $56,287+47.6% |
| Participation rate | 93.1% | 74.3%+18.8pp | 82.3%+10.8pp | 69.9%+23.2pp |
| Annual return | -8.40% | 3.01%-11.4pp | 119.20%-127.6pp | -9.96%+1.6pp |
| Employer contribution / active EE | $1,929 | $2,977-35.2% | $4,628-58.3% | $2,111-8.6% |
| Participant deferral / active EE | $6,890 | $5,423+27.1% | $6,426+7.2% | $3,350+105.7% |
| Admin fee / account holder | $660 | $554+19.2% | $9,284-92.9% | $521+26.7% |