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 SERVICES1+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $19,640 |
BENEFIT TRUST COMPANY1+ years Filed as: BENEFIT TRUST CO Service code 21 · EIN 41-2112888 | Bank Trustee | $8,808 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,644 | $39,245+67.3% | $64,105+2.4% | $52,331+25.4% |
| Participation rate | 64.4% | 58.2%+6.2pp | 68.2%-3.8pp | 68.1%-3.7pp |
| Annual return | -0.11% | 14.79%-14.9pp | 791.24%-791.4pp | 4.54%-4.7pp |
| Employer contribution / active EE | $379 | $736-48.5% | $1,820-79.2% | $1,882-79.8% |
| Participant deferral / active EE | $2,155 | $1,992+8.2% | $2,822-23.6% | $3,022-28.7% |
| Admin fee / account holder | $232 | $592-60.8% | $4,499-94.8% | $592-60.7% |