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 |
|---|---|---|
Service code 27 · EIN 45-4118952 | Advisory (Plan) | $6,500 |
Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $2,702 |
ACTUARIAL DESIGNS & SOLUTIONS, INC.3+ years Service code 15 · EIN 01-0496183 | Recordkeeping | $2,618 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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 | $134,691 | $57,828+132.9% | $117,039+15.1% | $70,131+92.1% |
| Participation rate | 72.4% | 67.1%+5.3pp | 77.2%-4.7pp | 69.5%+2.9pp |
| Annual return | 22.32% | 17.55%+4.8pp | 18.95%+3.4pp | 73.14%-50.8pp |
| Employer contribution / active EE | $1,519 | $1,816-16.4% | $3,785-59.9% | $2,342-35.2% |
| Participant deferral / active EE | $2,681 | $2,438+10.0% | $3,929-31.8% | $3,332-19.5% |
| Admin fee / account holder | $150 | $3,548-95.8% | $5,974-97.5% | $4,645-96.8% |