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 SERVICES2+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $34,185 |
BUCKINGHAM STRATEGIC PARTNERS2+ years Filed as: BUCKINGHAM STRATEGIC WEALTH Service code 27 · EIN 20-8306720 | Advisory (Plan) | $24,059 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,299 | $46,292-69.1% | $143,757-90.1% | $64,808-77.9% |
| Participation rate | 78.2% | 64.2%+14.0pp | 80.3%-2.1pp | 71.5%+6.7pp |
| Annual return | -11.65% | -10.05%-1.6pp | -0.04%-11.6pp | 32.82%-44.5pp |
| Employer contribution / active EE | $38 | $1,910-98.0% | $4,951-99.2% | $2,506-98.5% |
| Participant deferral / active EE | $1,254 | $2,646-52.6% | $5,637-77.7% | $4,310-70.9% |
| Admin fee / account holder | $135 | $154-12.5% | $14,673-99.1% | $188-28.4% |