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 |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: BOETGER & ASSOCIATES, INC. Service code 15 · EIN 25-1809719 | Recordkeeping | $84,906 |
NORTHWEST BANK2 years Service code 21 · EIN 23-2790930 | Bank Trustee | $73,798 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,922 | $82,546+0.5% | $140,016-40.8% | $75,289+10.1% |
| Participation rate | 86.0% | 88.4%-2.4pp | 87.5%-1.5pp | 72.4%+13.6pp |
| Annual return | 0.15% | -0.36%+0.5pp | 651.12%-651.0pp | -0.04%+0.2pp |
| Employer contribution / active EE | $1,381 | $3,856-64.2% | $5,606-75.4% | $2,405-42.6% |
| Participant deferral / active EE | $3,187 | $5,731-44.4% | $6,927-54.0% | $3,739-14.7% |
| Admin fee / account holder | $31 | $86-64.0% | $10,705-99.7% | $102-69.8% |