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 |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: NESTEGGS RET PLAN SERVICES,INC. Service code 12 · EIN 59-3664112 4745 SUTTON PARK COURT, STE 202 · JACKSONVILLE, FL 32224 | Claims processing; Investment managem... | $105,418 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,842 | $33,232-43.3% | $71,796-73.8% | $63,975-70.5% |
| Participation rate | 38.3% | 60.1%-21.8pp | 69.1%-30.8pp | 71.1%-32.8pp |
| Annual return | 12.25% | 11.99%+0.3pp | 78.04%-65.8pp | 48.65%-36.4pp |
| Employer contribution / active EE | $0 | $723-100.0% | $1,924-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,269 | $1,604-20.9% | $2,794-54.6% | $3,356-62.2% |
| Admin fee / account holder | $226 | $63+256.3% | $4,815-95.3% | $70+221.2% |