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 |
|---|---|---|
BANK OF EDWARDSVILLE1+ years Filed as: THE BANK OF EDWARDSVILLE Service code 13 · EIN 37-0259190 | Contract Administrator | $45,926 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: EPIC ADVISORS, INC. Service code 13 150 STATE STREET · ROCHESTER, NY 14614 | Contract Administrator | $32,939 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,638 | $54,281-21.4% | $60,547-29.6% | $59,188-28.0% |
| Participation rate | 25.7% | 66.8%-41.1pp | 68.0%-42.3pp | 69.4%-43.7pp |
| Annual return | -1.92% | 1.74%-3.7pp | 335.64%-337.6pp | 5.51%-7.4pp |
| Employer contribution / active EE | $0 | $2,031-100.0% | $2,419-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $946 | $2,789-66.1% | $3,328-71.6% | $3,265-71.0% |
| Admin fee / account holder | $148 | $64+130.2% | $4,536-96.7% | $92+61.0% |