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 SERVICES2+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $28,178 |
Filed as: VALLEY FORGE ASSET MANAGEMENT Service code 28 · EIN 23-1910603 | Investment Management | $20,143 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $35,950 | $56,629-36.5% | $77,999-53.9% | $55,167-34.8% |
| Participation rate | 84.0% | 73.3%+10.7pp | 75.5%+8.5pp | 69.0%+15.0pp |
| Annual return | 9.09% | 2866.98%-2857.9pp | 425.96%-416.9pp | 169.23%-160.1pp |
| Employer contribution / active EE | $432 | $1,723-74.9% | $2,470-82.5% | $1,963-78.0% |
| Participant deferral / active EE | $1,816 | $2,777-34.6% | $3,497-48.1% | $3,054-40.6% |
| Admin fee / account holder | $262 | $467-43.7% | $5,480-95.2% | $504-47.9% |