See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: KDP RETIREMENT PLAN SERVICES Service code 10 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Accounting | $2,475 |
AMERICAN FUNDS8 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $1,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,326 | $66,098-17.8% | $101,794-46.6% | $74,304-26.9% |
| Participation rate | 56.8% | 53.8%+3.0pp | 69.2%-12.4pp | 60.3%-3.6pp |
| Annual return | 17.87% | 19.59%-1.7pp | 30.53%-12.7pp | 29.43%-11.6pp |
| Employer contribution / active EE | $886 | $1,082-18.1% | $2,289-61.3% | $2,241-60.5% |
| Participant deferral / active EE | $1,917 | $2,781-31.1% | $4,084-53.1% | $3,767-49.1% |
| Admin fee / account holder | $19 | $4,146-99.6% | $8,777-99.8% | $2,969-99.4% |