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 SERVICES10+ years Filed as: HUNTINGTON RETIREMENT PLAN SERVICES Service code 13 · EIN 31-0966785 | Contract Administrator | $42,671 |
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 | $38,699 | $79,171-51.1% | $102,423-62.2% | $74,495-48.1% |
| Participation rate | 78.4% | 74.8%+3.6pp | 76.5%+1.9pp | 67.2%+11.2pp |
| Annual return | 14.37% | 54.93%-40.6pp | 29.32%-15.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $867 | $2,362-63.3% | $3,023-71.3% | $2,623-67.0% |
| Participant deferral / active EE | $1,942 | $4,415-56.0% | $5,053-61.6% | $4,346-55.3% |
| Admin fee / account holder | $176 | $2,001-91.2% | $9,451-98.1% | $1,942-90.9% |