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 SERVICES2+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $8,301 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,908 | $60,349-43.8% | $74,183-54.3% | $62,891-46.1% |
| Participation rate | 62.4% | 72.7%-10.4pp | 76.6%-14.3pp | 69.3%-7.0pp |
| Annual return | 3.02% | 21.37%-18.4pp | 17.74%-14.7pp | 20.14%-17.1pp |
| Employer contribution / active EE | $4 | $1,680-99.7% | $2,370-99.8% | $2,281-99.8% |
| Participant deferral / active EE | $1,619 | $2,856-43.3% | $3,550-54.4% | $3,203-49.4% |
| Admin fee / account holder | $179 | $4,261-95.8% | $5,586-96.8% | $4,296-95.8% |