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 SERVICES7+ years Filed as: HUNTINGTON RETIREMENT PLAN SERVICES Service code 13 · EIN 31-0966785 | Contract Administrator | $5,305 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,941 | $84,936-53.0% | $111,297-64.1% | $79,386-49.7% |
| Participation rate | 73.2% | 75.9%-2.6pp | 77.3%-4.1pp | 70.7%+2.5pp |
| Annual return | 15.09% | 17.45%-2.4pp | 54.65%-39.6pp | 116.85%-101.8pp |
| Employer contribution / active EE | $1,067 | $1,979-46.1% | $2,731-60.9% | $2,427-56.1% |
| Participant deferral / active EE | $2,094 | $3,888-46.2% | $4,487-53.3% | $4,046-48.2% |
| Admin fee / account holder | $22 | $537-95.9% | $7,964-99.7% | $626-96.5% |