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 SERVICES5+ years Filed as: MHM RETIREMENT PLAN SOLUTIONS Service code 13 · EIN 20-1876798 | Contract Administrator | $23,543 |
AMERICAN FUNDS5+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 50 · EIN 95-1411037 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Direct Payment | $2,475 |
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 | $42,931 | $40,174+6.9% | $84,015-48.9% | $67,579-36.5% |
| Participation rate | 77.4% | 62.7%+14.8pp | 69.0%+8.4pp | 71.3%+6.2pp |
| Annual return | 25.28% | 25.82%-0.5pp | 71.31%-46.0pp | 378.56%-353.3pp |
| Employer contribution / active EE | $687 | $808-14.9% | $1,983-65.3% | $2,148-68.0% |
| Participant deferral / active EE | $3,579 | $2,301+55.5% | $3,239+10.5% | $3,539+1.1% |
| Admin fee / account holder | $68 | $128-47.1% | $6,101-98.9% | $142-52.3% |