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 SERVICES3+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $32,473 |
Filed as: VALLEY FORGE ASSET MANAGEMENT Service code 28 · EIN 23-1910603 | Investment Management | $21,431 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,349 | $63,299-41.0% | $91,001-59.0% | $62,292-40.0% |
| Participation rate | 82.5% | 73.3%+9.2pp | 75.6%+6.9pp | 69.5%+13.0pp |
| Annual return | 14.40% | 20.99%-6.6pp | 4.60%+9.8pp | 28.90%-14.5pp |
| Employer contribution / active EE | $386 | $1,807-78.6% | $2,456-84.3% | $2,042-81.1% |
| Participant deferral / active EE | $1,748 | $2,943-40.6% | $3,547-50.7% | $3,169-44.8% |
| Admin fee / account holder | $290 | $468-38.0% | $5,417-94.6% | $479-39.5% |