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 SERVICES3+ years Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 15 · EIN 58-2365498 | Recordkeeping | $3,900 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,409 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $4,397 | $75,388-94.2% | $123,544-96.4% | $55,725-92.1% |
| Participation rate | 86.8% | 75.7%+11.1pp | 82.3%+4.5pp | 70.9%+15.9pp |
| Annual return | -7.48% | 4.48%-12.0pp | 119.20%-126.7pp | 244.93%-252.4pp |
| Employer contribution / active EE | $1,908 | $3,063-37.7% | $4,628-58.8% | $2,078-8.2% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $13 | $120-89.1% | $9,284-99.9% | $115-88.7% |