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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,949 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: CASE PEARLMAN RETIREMENT PLAN ADVIS Service code 27 12140 CARISSA COMMERCE CT STE 104 · FORT MYERS, FL 33966 | Advisory (Plan) | $15,135 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,536 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,179 | $42,546-7.9% | $71,796-45.4% | $55,167-29.0% |
| Participation rate | 80.0% | 59.1%+20.9pp | 69.1%+10.9pp | 69.0%+11.0pp |
| Annual return | 4.85% | 12.36%-7.5pp | 78.04%-73.2pp | 169.23%-164.4pp |
| Employer contribution / active EE | $590 | $803-26.5% | $1,924-69.3% | $1,963-69.9% |
| Participant deferral / active EE | $2,772 | $2,064+34.3% | $2,794-0.8% | $3,054-9.2% |
| Admin fee / account holder | $189 | $650-70.9% | $4,815-96.1% | $504-62.5% |