See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EPIC Service code 15 · EIN 16-1450952 | Recordkeeping | $10,086 |
Filed as: GEM-YOUNG Service code 27 · EIN 46-5439400 | Advisory (Plan) | $4,544 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,099 | $78,485+8.4% | $106,213-19.9% | $74,495+14.2% |
| Participation rate | 76.1% | 72.8%+3.3pp | 75.3%+0.8pp | 67.2%+8.9pp |
| Annual return | 19.61% | 15.95%+3.7pp | 116.14%-96.5pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $1,688 | $2,523-33.1% | $3,171-46.8% | $2,623-35.6% |
| Participant deferral / active EE | $2,996 | $4,322-30.7% | $5,016-40.3% | $4,346-31.1% |
| Admin fee / account holder | $147 | $2,232-93.4% | $11,033-98.7% | $1,942-92.4% |