See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: CREATIVE RETIREMENT PLAN CONSULTING Service code 49 · EIN 62-1874769 2000 S COLORADO BLVD, BLDG 1-2000 · DENVER, CO 80222 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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.
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,694 | $53,136-76.1% | $155,509-91.8% | $199,593-93.6% |
| Participation rate | 9.5% | 64.1%-54.5pp | 78.2%-68.7pp | 72.0%-62.4pp |
| Annual return | 11.44% | 41.15%-29.7pp | 64.67%-53.2pp | 34.25%-22.8pp |
| Employer contribution / active EE | $123 | $1,851-93.3% | $4,672-97.4% | $3,034-95.9% |
| Participant deferral / active EE | $452 | $3,161-85.7% | $5,626-92.0% | $5,087-91.1% |
| Admin fee / account holder | $129 | $185-30.5% | $15,912-99.2% | $269-52.1% |