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 |
|---|---|---|
RETIREMENT DIRECT1+ years Filed as: RETIREMENT DIRECT, LLC Service code 64 · EIN 91-2076699 | Recordkeeping Fees | $335 |
THE EPHRATA NATIONAL BANK1+ years Filed as: EPHRATA NATIONAL BANK Service code 21 | Bank Trustee | $0 |
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.
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 | $37,762 | $37,044+1.9% | $71,796-47.4% | $57,658-34.5% |
| Participation rate | 18.2% | 61.1%-42.9pp | 69.1%-50.9pp | 70.2%-52.0pp |
| Annual return | 6.40% | 12.64%-6.2pp | 78.04%-71.6pp | 5.13%+1.3pp |
| Employer contribution / active EE | $70 | $720-90.2% | $1,924-96.3% | $1,974-96.4% |
| Participant deferral / active EE | $314 | $1,974-84.1% | $2,794-88.8% | $3,061-89.7% |
| Admin fee / account holder | $6 | $101-93.6% | $4,815-99.9% | $95-93.2% |