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 FINANCIAL8+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $35,664 |
EPIC RETIREMENT PLAN SERVICES8+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 | Contract Administrator | $26,515 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,124 | $88,890+2.5% | $102,423-11.0% | $77,643+17.4% |
| Participation rate | 64.2% | 80.9%-16.7pp | 76.5%-12.3pp | 70.6%-6.4pp |
| Annual return | 14.40% | 24.98%-10.6pp | 29.32%-14.9pp | 31.24%-16.8pp |
| Employer contribution / active EE | $1,081 | $2,698-59.9% | $3,023-64.2% | $2,726-60.3% |
| Participant deferral / active EE | $2,861 | $5,145-44.4% | $5,053-43.4% | $4,647-38.4% |
| Admin fee / account holder | $259 | $235+9.8% | $9,451-97.3% | $430-39.9% |