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 |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: HUNTINGTON RETIREMENT PLAN SERVICES Service code 13 · EIN 31-0966785 | Contract Administrator | $7,428 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,745 | $79,519-53.8% | $95,952-61.7% | $73,409-49.9% |
| Participation rate | 70.1% | 81.2%-11.1pp | 77.1%-7.0pp | 72.2%-2.1pp |
| Annual return | 20.33% | 19.20%+1.1pp | 91.61%-71.3pp | 59.29%-39.0pp |
| Employer contribution / active EE | $826 | $2,048-59.7% | $2,541-67.5% | $2,234-63.0% |
| Participant deferral / active EE | $1,616 | $4,138-60.9% | $4,167-61.2% | $3,805-57.5% |
| Admin fee / account holder | $32 | $184-82.4% | $6,795-99.5% | $158-79.5% |