See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: P&A RETIREMENT PLAN SERVICES Service code 13 · EIN 16-1533601 | Contract Administrator | $12,141 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,812 | $44,960+64.2% | $84,966-13.1% | $74,495-0.9% |
| Participation rate | 17.1% | 49.4%-32.3pp | 67.5%-50.4pp | 67.2%-50.1pp |
| Annual return | 14.17% | 26.24%-12.1pp | 66.38%-52.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,839 | $2,731+4.0% | $4,519-37.2% | $4,346-34.7% |
| Admin fee / account holder | $258 | $2,209-88.3% | $6,149-95.8% | $1,942-86.7% |