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 INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $105,668 |
Filed as: RPS RETIREMENT PLAN ADVISORS LLC Service code 27 · EIN 87-4358960 | Advisory (Plan) | $40,000 |
EPIC RETIREMENT PLAN SERVICES11+ years Filed as: RETIREMENT PLAN FIDUCIARIES Service code 49 · EIN 90-0815510 | Other Services | $20,012 |
PEGGY S. EDGE, CPA, LLC11+ years Service code 10 · EIN 26-4527814 | Accounting | $9,500 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,967 | $83,158-47.1% | $167,512-73.8% | $102,872-57.3% |
| Participation rate | 74.9% | 70.1%+4.8pp | 77.1%-2.2pp | 73.0%+1.9pp |
| Annual return | 18.32% | 21.37%-3.1pp | 1615.79%-1597.5pp | 19.06%-0.7pp |
| Employer contribution / active EE | $1,303 | $2,233-41.7% | $3,882-66.4% | $3,526-63.1% |
| Participant deferral / active EE | $3,841 | $5,132-25.2% | $6,405-40.0% | $5,535-30.6% |
| Admin fee / account holder | $132 | $109+20.6% | $9,769-98.7% | $292-55.0% |