See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: KDP RETIREMENT PLAN SERVICES Service code 10 3060 LAKE EASTBROOK BLVD. SE · GRAND RAPIDS, MI 49512 | Accounting | $825 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RPS Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $24,616 | $70,908-65.3% | $98,907-75.1% | $73,488-66.5% |
| Participation rate | 50.0% | 73.8%-23.8pp | 76.0%-26.0pp | 70.7%-20.7pp |
| Annual return | 16.80% | 34.17%-17.4pp | 196.43%-179.6pp | 28.51%-11.7pp |
| Employer contribution / active EE | $932 | $2,036-54.3% | $2,689-65.4% | $2,270-59.0% |
| Participant deferral / active EE | $1,427 | $3,500-59.2% | $4,244-66.4% | $3,740-61.8% |
| Admin fee / account holder | $15 | $535-97.2% | $6,642-99.8% | $513-97.1% |