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 52 | Indirect Investment Fees | $0 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 37 · EIN 35-0145825 | Loan Processing | $0 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: CORNERSTONE RETIREMENT PLAN Service code 26 · EIN 27-1207016 931 JEFFERSON BLVD · WARWICK, RI 02886 | Advisory (Participants) | $0 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 60 · EIN 71-0294708 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,255 | $46,173-32.3% | $170,442-81.7% | $69,631-55.1% |
| Participation rate | 28.2% | 63.9%-35.7pp | 83.6%-55.4pp | 70.7%-42.5pp |
| Annual return | 15.92% | 21.62%-5.7pp | 205.93%-190.0pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $246 | $1,610-84.7% | $5,433-95.5% | $2,032-87.9% |
| Participant deferral / active EE | $958 | $2,080-54.0% | $4,939-80.6% | $3,224-70.3% |
| Admin fee / account holder | $132 | $116+13.9% | $13,880-99.0% | $110+19.6% |