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 WEALTH MANAGEMENT Service code 26 2410 NORTH FOREST ROAD SUITE 101 · GETZVILLE, NY 14068 | Advisory (Participants) | $58,216 |
Filed as: P&A RETIREMENT PLAN SERVICES INC Service code 13 · EIN 16-1533601 | Contract Administrator | $24,813 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,927 | $99,957-11.0% | $149,696-40.6% | $73,488+21.0% |
| Participation rate | 90.1% | 75.7%+14.4pp | 82.5%+7.6pp | 70.7%+19.4pp |
| Annual return | 11.20% | 53.87%-42.7pp | 276.60%-265.4pp | 28.51%-17.3pp |
| Employer contribution / active EE | $1,773 | $3,191-44.4% | $4,644-61.8% | $2,270-21.9% |
| Participant deferral / active EE | $6,106 | $6,073+0.6% | $6,842-10.8% | $3,740+63.3% |
| Admin fee / account holder | $557 | $551+1.2% | $9,309-94.0% | $513+8.6% |