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 9-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 |
|---|---|---|
BANKPLUS WEALTH MANAGEMENT2 years Service code 27 · EIN 64-0134513 | Advisory (Plan) | $37,617 |
Filed as: EPIC RETIREMENT SERVICES Service code 15 · EIN 16-1450952 | Recordkeeping | $21,779 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $837 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,664 | $61,272-46.7% | $149,673-78.2% | $71,457-54.3% |
| Participation rate | 73.7% | 62.5%+11.1pp | 78.8%-5.1pp | 67.9%+5.7pp |
| Annual return | 13.69% | 35.85%-22.2pp | 134.42%-120.7pp | 28.85%-15.2pp |
| Employer contribution / active EE | $2,034 | $2,378-14.5% | $4,818-57.8% | $2,588-21.4% |
| Participant deferral / active EE | $3,133 | $2,917+7.4% | $5,680-44.8% | $4,289-26.9% |
| Admin fee / account holder | $354 | $1,261-71.9% | $13,210-97.3% | $1,587-77.7% |