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 5-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 SERVICES3+ years Filed as: RETIREMENT PLAN SOLUTIONS, INC. Service code 13 · EIN 56-1762637 | Contract Administrator | $6,635 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,602 |
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $2,180 | $46,292-95.3% | $143,757-98.5% | $64,808-96.6% |
| Participation rate | 66.6% | 64.2%+2.3pp | 80.3%-13.7pp | 71.5%-4.9pp |
| Annual return | -20.82% | -10.05%-10.8pp | -0.04%-20.8pp | 32.82%-53.6pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,025 | $2,646-61.2% | $5,637-81.8% | $4,310-76.2% |
| Admin fee / account holder | $71 | $154-54.0% | $14,673-99.5% | $188-62.4% |