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 3-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 SERVICES3+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $39,869 |
ENTERPRISE BANK & TRUST2 years Service code 27 · EIN 43-1706259 | Advisory (Plan) | $37,412 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $9,478 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $109,061 | $109,881-0.7% | $150,045-27.3% | $84,808+28.6% |
| Participation rate | 98.8% | 76.1%+22.7pp | 82.3%+16.5pp | 68.3%+30.5pp |
| Annual return | 10.98% | 28.25%-17.3pp | 62.55%-51.6pp | 40.90%-29.9pp |
| Employer contribution / active EE | $957 | $3,561-73.1% | $4,693-79.6% | $2,631-63.6% |
| Participant deferral / active EE | $6,658 | $6,636+0.3% | $7,997-16.7% | $4,212+58.1% |
| Admin fee / account holder | $427 | $8,568-95.0% | $13,435-96.8% | $7,344-94.2% |