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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $116,068 |
RICHARD J. WOLF & COMPANY5 years Filed as: RICHARD P SLAUGHTER ASSOC INC Service code 27 · EIN 74-2589344 | Advisory (Plan) | $23,333 |
EPIC RETIREMENT PLAN SERVICES8+ years Filed as: RETIREMENT PLAN FIDUCIARIES Service code 49 · EIN 90-0815510 | Other Services | $18,314 |
Filed as: RPS RETIREMENT PLAN ADVISORS LLC Service code 27 · EIN 87-4358960 | Advisory (Plan) | $16,667 |
PEGGY S. EDGE, CPA, LLC8+ years Service code 10 · EIN 26-4527814 | Accounting | $8,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,334 | $50,458-33.9% | $159,960-79.2% | $64,808-48.6% |
| Participation rate | 82.5% | 68.0%+14.5pp | 78.0%+4.5pp | 71.5%+11.0pp |
| Annual return | -15.20% | -13.42%-1.8pp | 408.60%-423.8pp | 32.82%-48.0pp |
| Employer contribution / active EE | $1,380 | $1,722-19.9% | $4,226-67.3% | $2,506-44.9% |
| Participant deferral / active EE | $4,049 | $4,004+1.1% | $6,182-34.5% | $4,310-6.1% |
| Admin fee / account holder | $172 | $706-75.6% | $8,698-98.0% | $188-8.4% |