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 |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES7+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 | Contract Administrator | $14,595 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,630 | $99,078-12.6% | $96,544-10.3% | $74,419+16.4% |
| Participation rate | 62.6% | 80.7%-18.1pp | 76.0%-13.4pp | 70.7%-8.1pp |
| Annual return | 19.56% | 22.48%-2.9pp | 25.84%-6.3pp | 34.38%-14.8pp |
| Employer contribution / active EE | $1,001 | $2,570-61.1% | $2,965-66.2% | $2,637-62.1% |
| Participant deferral / active EE | $2,858 | $4,933-42.1% | $4,851-41.1% | $4,528-36.9% |
| Admin fee / account holder | $266 | $225+18.4% | $8,252-96.8% | $348-23.5% |