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 9-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: BATH SAVINGS INSTITUTION Service code 26 PO BOX 548 · BATH, ME 04530 | Advisory (Participants) | $14,187 |
Filed as: EPIC ADVISORS Service code 15 150 STATE STREET, SUITE 200 · ROCHESTER, NY 14614 | Recordkeeping | $9,864 |
TPA CORPORATION1 year Filed as: THE TPA EXPERTS Service code 64 41 CAMPUS DRIVE, SUITE 302 · NEW GLOUCESTER, ME 04260 | Recordkeeping Fees | $5,667 |
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 | $46,045 | $73,360-37.2% | $177,989-74.1% | $74,495-38.2% |
| Participation rate | 59.2% | 66.6%-7.4pp | 77.1%-17.9pp | 67.2%-8.0pp |
| Annual return | 15.51% | 17.49%-2.0pp | 294.48%-279.0pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $1,375 | $2,216-38.0% | $3,949-65.2% | $2,623-47.6% |
| Participant deferral / active EE | $2,825 | $4,513-37.4% | $6,276-55.0% | $4,346-35.0% |
| Admin fee / account holder | $273 | $1,808-84.9% | $10,363-97.4% | $1,942-85.9% |