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: KDP RETIREMENT PLAN SERVICES INC. Service code 12 · EIN 38-3478073 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Consulting (general); Claims processing | $1,100 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL, NICOLAS, & CO. INC. Service code 26 · EIN 43-0538770 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Participants) | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,147 | $56,629-2.6% | $77,999-29.3% | $55,1670% |
| Participation rate | 54.7% | 73.3%-18.6pp | 75.5%-20.9pp | 69.0%-14.3pp |
| Annual return | 5.46% | 2866.98%-2861.5pp | 425.96%-420.5pp | 169.23%-163.8pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,827 | $2,777-34.2% | $3,497-47.8% | $3,054-40.2% |
| Admin fee / account holder | $7 | $467-98.4% | $5,480-99.9% | $504-98.5% |