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 9-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 |
|---|---|---|
LPL FINANCIAL4+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $47,710 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 | Contract Administrator | $8,632 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,831 | $79,519-3.4% | $95,952-19.9% | $73,409+4.7% |
| Participation rate | 62.3% | 81.2%-18.9pp | 77.1%-14.7pp | 72.2%-9.8pp |
| Annual return | 15.21% | 19.20%-4.0pp | 91.61%-76.4pp | 59.29%-44.1pp |
| Employer contribution / active EE | $741 | $2,048-63.8% | $2,541-70.8% | $2,234-66.8% |
| Participant deferral / active EE | $2,293 | $4,138-44.6% | $4,167-45.0% | $3,805-39.7% |
| Admin fee / account holder | $248 | $184+34.8% | $6,795-96.3% | $158+57.3% |