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: TPP RETIREMENT PLAN SPECIALISTS Service code 15 10801 MASTIN BLVD., SUITE 700 · OVERLAND PARK, KS 66210 | Recordkeeping | $14,512 |
GREAT PLAINS TRUST COMPANY1+ years Service code 25 7700 SHAWNEE MISSION PKWY · OVERLAND PARK, KS 66202 | Directed Trustee | $5,413 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,733 | $63,905-64.4% | $74,183-69.4% | $57,658-60.6% |
| Participation rate | 29.6% | 79.8%-50.2pp | 76.6%-47.0pp | 70.2%-40.6pp |
| Annual return | -2.94% | 60.60%-63.5pp | 17.74%-20.7pp | 5.13%-8.1pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $454 | $3,448-86.8% | $3,550-87.2% | $3,061-85.2% |
| Admin fee / account holder | $197 | $91+116.6% | $5,586-96.5% | $95+108.7% |