Filed March 7, 2023
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 6-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 13 · EIN 42-0127290 | Contract Administrator | $23,174 |
EPIC RETIREMENT PLAN SERVICES3+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $10,297 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,247 | $86,655-39.7% | $119,609-56.3% | $66,914-21.9% |
| Participation rate | 95.2% | 75.6%+19.6pp | 79.3%+15.9pp | 69.8%+25.4pp |
| Annual return | 10.98% | -8.00%+19.0pp | -14.97%+25.9pp | 1.58%+9.4pp |
| Employer contribution / active EE | $2,964 | $2,536+16.9% | $4,232-30.0% | $2,544+16.5% |
| Participant deferral / active EE | $5,862 | $4,358+34.5% | $5,602+4.6% | $4,237+38.4% |
| Admin fee / account holder | $166 | $755-78.0% | $10,323-98.4% | $593-72.1% |