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 |
|---|---|---|
FISCHER INVESTMENT GROUP3+ years Service code 27 1170 PITTSFORD-VICTOR RD. · PITTSFORD, NY 14534 | Advisory (Plan) | $16,583 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $1,050 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,330 | $80,753-47.6% | $136,294-68.9% | $62,292-32.0% |
| Participation rate | 55.9% | 73.5%-17.6pp | 81.9%-26.0pp | 69.5%-13.6pp |
| Annual return | 16.07% | 35.83%-19.8pp | 5155.94%-5139.9pp | 28.90%-12.8pp |
| Employer contribution / active EE | $216 | $2,884-92.5% | $4,695-95.4% | $2,042-89.4% |
| Participant deferral / active EE | $2,543 | $5,164-50.8% | $6,247-59.3% | $3,169-19.7% |
| Admin fee / account holder | $198 | $525-62.3% | $9,243-97.9% | $479-58.7% |