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 |
|---|---|---|
STEELE CAPITAL MANAGEMENT, INC.2+ years Service code 26 · EIN 42-1460565 | Advisory (Participants) | $42,442 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: RETIREMENT PLAN SERVICES Service code 15 · EIN 43-1904010 | Recordkeeping | $31,024 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,371 | $60,165+5.3% | $74,183-14.6% | $55,167+14.9% |
| Participation rate | 90.1% | 74.2%+15.9pp | 76.6%+13.4pp | 69.0%+21.1pp |
| Annual return | 10.60% | 10.00%+0.6pp | 17.74%-7.1pp | 169.23%-158.6pp |
| Employer contribution / active EE | $1,954 | $1,600+22.2% | $2,370-17.5% | $1,963-0.4% |
| Participant deferral / active EE | $3,507 | $2,973+18.0% | $3,550-1.2% | $3,054+14.8% |
| Admin fee / account holder | $361 | $419-13.9% | $5,586-93.5% | $504-28.4% |