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 SERVICES9+ years Filed as: RETIREMENT PLAN CONSULTANTS, LLC Service code 14 125 S 4TH STREET · NORFOLK, NE 68701 | Plan Administrator | $42,300 |
Service code 26 · EIN 47-0608612 125 S 4TH STREET · NORFOLK, NE 68701 | Advisory (Participants) | $36,907 |
SARATOGA RESEARCH & INVESTMENT9+ years Service code 33 14471 BIG BASIN WAY · SARATOGA, CA 95070 | Securities brokerage | $35,029 |
ABBATE, JUNE & ASSOCIATES6 years Service code 33 100 SPECTRUN CENTER DRIVE 1100 · IRVINE, CA 92618 | Securities brokerage | $15,125 |
MARYLAND CAPITAL ADVISORS9+ years Service code 33 CHESTER PLAZA · CHESTER, MD 21619 | Securities brokerage | $14,136 |
THE SHADDEN GROUP9+ years Service code 33 6700 E. PACIFIC COAST HWY STE 110 · LONG BEACH, CA 90803 | Securities brokerage | $13,761 |
THE BAHNSEN GROUP3 years Service code 33 520 NEWPORT CENTER DR #300 · NEWPORT BEACH, CA 92660 | Securities brokerage | $6,798 |
BLUE KAYAK PARTNERS LLC1 year Service code 33 · EIN 26-3236145 188 FRONT ST · FRANKLIN, TN 37064 | Securities brokerage | $5,368 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,987 | $91,407+220.5% | $135,903+115.6% | $71,457+310.0% |
| Participation rate | 93.1% | 75.7%+17.5pp | 81.9%+11.2pp | 67.9%+25.2pp |
| Annual return | 12.80% | 29.90%-17.1pp | 68.23%-55.4pp | 28.85%-16.0pp |
| Employer contribution / active EE | $11,585 | $3,703+212.8% | $4,856+138.6% | $2,588+347.7% |
| Participant deferral / active EE | $7,294 | $7,092+2.9% | $7,758-6.0% | $4,289+70.1% |
| Admin fee / account holder | $1,238 | $1,266-2.2% | $10,762-88.5% | $1,587-22.0% |