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 SERVICES2+ years Filed as: EPIC ADVISORS, INC. Service code 13 150 STATE STREET · ROCHESTER, NY 14614 | Contract Administrator | $45,610 |
BANK OF EDWARDSVILLE2+ years Filed as: THE BANK OF EDWARDSVILLE Service code 13 · EIN 37-0259190 | Contract Administrator | $37,127 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,319 | $168,231-73.1% | $67,834-33.2% | $63,975-29.2% |
| Participation rate | 26.3% | 66.8%-40.5pp | 68.8%-42.5pp | 71.1%-44.8pp |
| Annual return | 9.78% | 11.76%-2.0pp | 138.47%-128.7pp | 48.65%-38.9pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $2,403-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,051 | $2,827-62.8% | $3,160-66.7% | $3,356-68.7% |
| Admin fee / account holder | $150 | $81+86.5% | $4,622-96.8% | $70+113.2% |