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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $114,821 |
Filed as: RPS RETIREMENT PLAN ADVISORS LLC Service code 27 · EIN 87-4358960 | Advisory (Plan) | $40,000 |
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: RETIREMENT PLAN FIDUCIARIES Service code 49 · EIN 90-0815510 | Other Services | $19,429 |
PEGGY S. EDGE, CPA, LLC10+ years Service code 10 · EIN 26-4527814 | Accounting | $9,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,132 | $58,644-35.0% | $177,989-78.6% | $199,593-80.9% |
| Participation rate | 76.6% | 65.5%+11.1pp | 77.1%-0.5pp | 72.0%+4.7pp |
| Annual return | 12.80% | 19.25%-6.4pp | 294.48%-281.7pp | 34.25%-21.4pp |
| Employer contribution / active EE | $1,412 | $1,801-21.6% | $3,949-64.3% | $3,034-53.5% |
| Participant deferral / active EE | $3,792 | $4,248-10.7% | $6,276-39.6% | $5,087-25.5% |
| Admin fee / account holder | $143 | $145-1.7% | $10,363-98.6% | $269-46.9% |