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 4-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 SERVICES1+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $37,578 |
BUCKINGHAM STRATEGIC PARTNERS1+ years Filed as: BUCKINGHAM STRATEGIC WEALTH Service code 27 · EIN 20-8306720 | Advisory (Plan) | $24,953 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,605 | $56,485-67.1% | $185,823-90.0% | $86,799-78.6% |
| Participation rate | 75.9% | 65.5%+10.5pp | 81.7%-5.8pp | 72.3%+3.7pp |
| Annual return | 9.65% | 118.04%-108.4pp | 122.05%-112.4pp | 97.91%-88.3pp |
| Employer contribution / active EE | $8 | $1,843-99.6% | $5,167-99.8% | $2,405-99.7% |
| Participant deferral / active EE | $1,255 | $2,553-50.8% | $5,568-77.5% | $4,131-69.6% |
| Admin fee / account holder | $156 | $150+4.5% | $16,237-99.0% | $170-7.8% |