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 |
|---|---|---|
Filed as: EPIC ADVISORS, INC Service code 15 · EIN 16-1450952 | Recordkeeping | $1,400 |
CHARLES SCHWAB & CO., INC.8+ years Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,390 | $110,094+1.2% | $151,611-26.5% | $68,494+62.6% |
| Participation rate | 98.9% | 84.0%+14.9pp | 87.5%+11.4pp | 67.9%+31.0pp |
| Annual return | -12.68% | -10.12%-2.6pp | 3.33%-16.0pp | -7.84%-4.8pp |
| Employer contribution / active EE | $4,479 | $4,471+0.2% | $6,166-27.4% | $2,596+72.5% |
| Participant deferral / active EE | $6,281 | $6,527-3.8% | $8,363-24.9% | $4,027+56.0% |
| Admin fee / account holder | $31 | $7,719-99.6% | $11,616-99.7% | $5,403-99.4% |