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 SERVICES8+ years Filed as: HUNTINGTON RETIREMENT PLAN SERVICES Service code 13 · EIN 31-0966785 | Contract Administrator | $26,446 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,761 | $65,435-57.6% | $86,677-68.0% | $66,914-58.5% |
| Participation rate | 89.3% | 75.5%+13.8pp | 76.6%+12.7pp | 69.8%+19.5pp |
| Annual return | -17.67% | -10.89%-6.8pp | 35.91%-53.6pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,081 | $2,153-49.8% | $2,836-61.9% | $2,544-57.5% |
| Participant deferral / active EE | $2,099 | $4,100-48.8% | $4,656-54.9% | $4,237-50.5% |
| Admin fee / account holder | $99 | $642-84.6% | $7,493-98.7% | $593-83.3% |