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 |
|---|---|---|
NORTHWEST BANK5 years Service code 15 · EIN 25-6402875 | Recordkeeping | $46,567 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: BOETGER & ASSOCIATES Service code 13 · EIN 25-1809719 | Contract Administrator | $16,842 |
Filed as: TRONCONI SEGARRA AND ASSOCIATES LLP Service code 10 · EIN 04-3728817 | Accounting | $11,500 |
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.
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 | $36,600 | $78,275-53.2% | $109,143-66.5% | $86,799-57.8% |
| Participation rate | 51.0% | 73.8%-22.9pp | 75.9%-24.9pp | 72.3%-21.3pp |
| Annual return | 28.69% | 19.14%+9.5pp | 25.75%+2.9pp | 97.91%-69.2pp |
| Employer contribution / active EE | $597 | $3,105-80.8% | $3,722-84.0% | $2,405-75.2% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $200 | $198+0.9% | $6,752-97.0% | $170+18.1% |