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 7-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: THEBANK OF EDWARDSVILLE Service code 27 · EIN 37-0259190 | Advisory (Plan) | $26,409 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $15,312 |
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 | $81,399 | $80,753+0.8% | $136,294-40.3% | $62,292+30.7% |
| Participation rate | 64.0% | 73.5%-9.5pp | 81.9%-17.9pp | 69.5%-5.5pp |
| Annual return | 18.40% | 35.83%-17.4pp | 5155.94%-5137.5pp | 28.90%-10.5pp |
| Employer contribution / active EE | $2,590 | $2,884-10.2% | $4,695-44.8% | $2,042+26.8% |
| Participant deferral / active EE | $4,716 | $5,164-8.7% | $6,247-24.5% | $3,169+48.8% |
| Admin fee / account holder | $266 | $525-49.3% | $9,243-97.1% | $479-44.4% |