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 SERVICES4+ years Filed as: INTEGRITY RETIREMENT PLAN SERVICES Service code 13 20975 SWENSON DRIVE, SUITE 225 · WAUKESHA, WI 53186 | Contract Administrator | $4,690 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,460 |
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 | $109,675 | $61,660+77.9% | $80,019+37.1% | $64,186+70.9% |
| Participation rate | 89.3% | 71.7%+17.6pp | 75.8%+13.5pp | 69.6%+19.7pp |
| Annual return | -4.38% | -0.33%-4.1pp | 11.22%-15.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $401 | $1,810-77.8% | $2,468-83.7% | $2,381-83.1% |
| Participant deferral / active EE | $2,760 | $2,968-7.0% | $3,686-25.1% | $3,470-20.4% |
| Admin fee / account holder | $60 | $5,417-98.9% | $6,521-99.1% | $4,888-98.8% |