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 21 · EIN 56-0223230 | Bank Trustee | $75,465 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $5,282 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,693 | $46,173-72.5% | $170,442-92.6% | $69,631-81.8% |
| Participation rate | 83.0% | 63.9%+19.1pp | 83.6%-0.6pp | 70.7%+12.3pp |
| Annual return | 15.97% | 21.62%-5.7pp | 205.93%-190.0pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $350 | $1,610-78.2% | $5,433-93.6% | $2,032-82.8% |
| Participant deferral / active EE | $1,611 | $2,080-22.6% | $4,939-67.4% | $3,224-50.0% |
| Admin fee / account holder | $92 | $116-20.3% | $13,880-99.3% | $110-16.4% |