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 SERVICES11+ years Filed as: HUNTINGTON RETIREMENT PLAN SERVICES Service code 13 · EIN 31-0966785 | Contract Administrator | $48,052 |
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 | $50,142 | $87,870-42.9% | $113,168-55.7% | $74,304-32.5% |
| Participation rate | 75.9% | 70.7%+5.1pp | 76.6%-0.7pp | 60.3%+15.5pp |
| Annual return | 16.71% | 26.44%-9.7pp | 24.27%-7.6pp | 29.43%-12.7pp |
| Employer contribution / active EE | $911 | $2,277-60.0% | $2,975-69.4% | $2,241-59.4% |
| Participant deferral / active EE | $1,836 | $4,241-56.7% | $5,107-64.0% | $3,767-51.3% |
| Admin fee / account holder | $230 | $3,368-93.2% | $12,068-98.1% | $2,969-92.3% |