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 SERVICES9+ years Filed as: HUNTINGTON RETIREMENT PLAN SERVICES Service code 13 · EIN 31-0966785 | Contract Administrator | $35,624 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,819 | $76,050-59.5% | $96,544-68.1% | $71,457-56.9% |
| Participation rate | 88.0% | 74.4%+13.6pp | 76.0%+12.1pp | 67.9%+20.1pp |
| Annual return | 17.98% | 22.81%-4.8pp | 25.84%-7.9pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,145 | $2,244-49.0% | $2,965-61.4% | $2,588-55.7% |
| Participant deferral / active EE | $2,182 | $4,215-48.2% | $4,851-55.0% | $4,289-49.1% |
| Admin fee / account holder | $131 | $2,707-95.2% | $8,252-98.4% | $1,587-91.7% |