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 |
|---|---|---|
Filed as: EAGLE SYSTEMS INC Service code 99 22560 EPIC DR PO BOX 351 · CALIFORNIA, MD 20619 | Other Fees | $44,627 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,906 |
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 | $77,699 | $73,102+6.3% | $123,544-37.1% | $56,287+38.0% |
| Participation rate | 86.7% | 74.3%+12.4pp | 82.3%+4.4pp | 69.9%+16.9pp |
| Annual return | -2.07% | 3.01%-5.1pp | 119.20%-121.3pp | -9.96%+7.9pp |
| Employer contribution / active EE | $1,228 | $2,977-58.8% | $4,628-73.5% | $2,111-41.8% |
| Participant deferral / active EE | $6,051 | $5,423+11.6% | $6,426-5.8% | $3,350+80.7% |
| Admin fee / account holder | $236 | $554-57.3% | $9,284-97.5% | $521-54.7% |