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 SERVICES2+ years Filed as: P & A RETIREMENT PLAN SERVICES, INC Service code 13 17 COURT STREET · BUFFALO, NY 14202 | Contract Administrator | $8,554 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 35-2552359 | Advisory (Participants) | $7,783 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,956 | $32,425-50.8% | $74,583-78.6% | $55,167-71.1% |
| Participation rate | 59.6% | 54.0%+5.6pp | 68.1%-8.5pp | 69.0%-9.4pp |
| Annual return | 7.21% | 10.63%-3.4pp | 20.47%-13.3pp | 169.23%-162.0pp |
| Employer contribution / active EE | $229 | $1,043-78.0% | $2,525-90.9% | $1,963-88.3% |
| Participant deferral / active EE | $1,363 | $1,995-31.7% | $3,458-60.6% | $3,054-55.4% |
| Admin fee / account holder | $151 | $748-79.8% | $4,138-96.3% | $504-70.0% |