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 SERVICES7+ years Filed as: MHM RETIREMENT PLAN SOLUTIONS Service code 13 · EIN 20-1876798 | Contract Administrator | $37,538 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 PO BOX 645547 · CINCINNATI, OH 452645547 | Advisory (Plan) | $20,689 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 50 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Direct Payment | $2,561 |
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 | $50,227 | $50,956-1.4% | $96,562-48.0% | $86,799-42.1% |
| Participation rate | 86.9% | 65.2%+21.7pp | 69.8%+17.1pp | 72.3%+14.6pp |
| Annual return | 16.66% | 21.27%-4.6pp | 37.78%-21.1pp | 97.91%-81.2pp |
| Employer contribution / active EE | $471 | $1,111-57.6% | $2,356-80.0% | $2,405-80.4% |
| Participant deferral / active EE | $4,949 | $2,954+67.5% | $3,849+28.6% | $4,131+19.8% |
| Admin fee / account holder | $127 | $166-23.7% | $6,181-97.9% | $170-25.3% |