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 |
|---|---|---|
Filed as: EPIC RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $2,750 |
BANCORPSOUTH BANK3 years Filed as: BANCORPSOUTH ASSET MGMT & TRUST Service code 21 · EIN 64-0782370 | Bank Trustee | $0 |
Participant contribution per participant 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 | $17,467 | $79,519-78.0% | $95,952-81.8% | $73,409-76.2% |
| Participation rate | 86.2% | 81.2%+5.0pp | 77.1%+9.1pp | 72.2%+14.0pp |
| Annual return | 19.31% | 19.20%+0.1pp | 91.61%-72.3pp | 59.29%-40.0pp |
| Employer contribution / active EE | $1,651 | $2,048-19.4% | $2,541-35.0% | $2,234-26.1% |
| Participant deferral / active EE | $1,161 | $4,138-71.9% | $4,167-72.1% | $3,805-69.5% |
| Admin fee / account holder | $7 | $184-96.2% | $6,795-99.9% | $158-95.5% |