See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PENSIONMARK FINANCIAL GROUP LLC8+ years Filed as: PENSIONMARK FINANCIAL GROUP Service code 27 24 E COTA ST., SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $25,000 |
Filed as: EMPOWER ANNUITY INSURNACE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,714 |
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 | $10,475 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,213 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,513 | $42,353+19.3% | $79,550-36.5% | $64,808-22.1% |
| Participation rate | 51.0% | 64.8%-13.8pp | 69.5%-18.5pp | 71.5%-20.5pp |
| Annual return | -15.89% | -12.24%-3.7pp | 0.16%-16.1pp | 32.82%-48.7pp |
| Employer contribution / active EE | $929 | $1,181-21.3% | $2,413-61.5% | $2,506-62.9% |
| Participant deferral / active EE | $3,878 | $3,170+22.3% | $3,985-2.7% | $4,310-10.0% |
| Admin fee / account holder | $175 | $160+9.6% | $6,832-97.4% | $188-6.9% |