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 | $108,544 |
Filed as: RPS RETIREMENT PLAN ADVISORS LLC Service code 27 · EIN 87-4358960 | Advisory (Plan) | $40,000 |
EPIC RETIREMENT PLAN SERVICES9+ years Filed as: RETIREMENT PLAN FIDUCIARIES Service code 49 · EIN 90-0815510 | Other Services | $18,863 |
PEGGY S. EDGE, CPA, LLC9+ 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 | $37,778 | $56,638-33.3% | $169,368-77.7% | $74,419-49.2% |
| Participation rate | 92.5% | 67.5%+25.0pp | 77.1%+15.4pp | 70.7%+21.8pp |
| Annual return | 15.83% | 24.75%-8.9pp | 405.60%-389.8pp | 34.38%-18.6pp |
| Employer contribution / active EE | $1,739 | $2,027-14.2% | $4,013-56.7% | $2,637-34.1% |
| Participant deferral / active EE | $4,650 | $4,223+10.1% | $6,221-25.3% | $4,528+2.7% |
| Admin fee / account holder | $157 | $307-48.9% | $9,003-98.3% | $348-55.0% |