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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $46,649 | $58,726-20.6% | $92,233-49.4% | $62,292-25.1% |
| Participation rate | 68.2% | 68.3%-0.2pp | 76.5%-8.3pp | 69.5%-1.3pp |
| Annual return | 21.47% | 43.62%-22.1pp | 176.28%-154.8pp | 28.90%-7.4pp |
| Employer contribution / active EE | $1,193 | $2,392-50.1% | $3,679-67.6% | $2,042-41.6% |
| Participant deferral / active EE | $2,534 | $2,766-8.4% | $3,897-35.0% | $3,169-20.1% |
| Admin fee / account holder | $26 | $556-95.4% | $5,194-99.5% | $479-94.6% |