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 SERVICES10+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 15 · EIN 38-3712991 1620 WESTGATE CIRCLE SUITE 170 · BRENTWOOD, TN 37027 | Recordkeeping | $40,479 |
LPL FINANCIAL10+ years Service code 27 · EIN 04-3046611 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $24,184 |
MATRIX TRUST COMPANY10+ years Filed as: MATRIX Service code 19 · EIN 75-3182674 PO BOX 3595 · NEW YORK, NY 100083595 | Securities Custodian | $5,886 |
IBS FINANCIAL GROUP2 years Service code 64 · EIN 38-3182401 758 WEST FULTON · GRAND RAPIDS, MI 49504 | Recordkeeping Fees | $4,231 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,852 | $82,972-76.1% | $103,374-80.8% | $77,671-74.4% |
| Participation rate | 76.4% | 71.5%+4.9pp | 74.5%+1.9pp | 70.6%+5.8pp |
| Annual return | 13.62% | 19.14%-5.5pp | 24.89%-11.3pp | 31.21%-17.6pp |
| Employer contribution / active EE | $270 | $3,554-92.4% | $3,869-93.0% | $2,726-90.1% |
| Participant deferral / active EE | $1,621 | $4,108-60.5% | $5,058-67.9% | $4,648-65.1% |
| Admin fee / account holder | $118 | $639-81.5% | $8,394-98.6% | $430-72.5% |