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 SERVICES5+ years Filed as: EPIC ADVISORS, INC. Service code 14 · EIN 16-1450952 | Plan Administrator | $32,900 |
BANK OF EDWARDSVILLE5+ years Filed as: THE BANK OF EDWARDSVILLE Service code 24 · EIN 37-0259190 | Discretionary Trustee | $31,645 |
BUSEY WEALTH MANAGEMENT1 year Service code 50 · EIN 37-0613731 | Direct Payment | $10,790 |
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 | $61,849 | $67,598-8.5% | $75,886-18.5% | $77,787-20.5% |
| Participation rate | 30.0% | 69.6%-39.6pp | 69.3%-39.3pp | 73.2%-43.2pp |
| Annual return | 21.32% | 23.18%-1.9pp | 30.76%-9.4pp | 32.57%-11.3pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $2,500-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,402 | $3,502-60.0% | $3,603-61.1% | $3,967-64.7% |
| Admin fee / account holder | $152 | $96+58.0% | $5,418-97.2% | $100+52.1% |