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 |
|---|---|---|
CENTIER BANK3+ years Service code 21 · EIN 35-0161790 | Bank Trustee | $41,164 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $725 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,908 | $51,466-5.0% | $78,778-37.9% | $62,292-21.5% |
| Participation rate | 71.9% | 59.8%+12.1pp | 69.2%+2.7pp | 69.5%+2.4pp |
| Annual return | 19.35% | 19.96%-0.6pp | 35.62%-16.3pp | 28.90%-9.5pp |
| Employer contribution / active EE | $1,219 | $827+47.4% | $1,986-38.6% | $2,042-40.3% |
| Participant deferral / active EE | $3,392 | $2,147+57.9% | $2,958+14.7% | $3,169+7.0% |
| Admin fee / account holder | $313 | $489-36.1% | $5,134-93.9% | $479-34.8% |