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 |
|---|---|---|
PINNACLE BANK1 year Service code 21 · EIN 62-1829917 | Bank Trustee | $16,637 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $357 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $26,347 | $59,186-55.5% | $76,768-65.7% | $56,287-53.2% |
| Participation rate | 58.7% | 75.2%-16.5pp | 77.0%-18.2pp | 69.9%-11.1pp |
| Annual return | 8.21% | 6.62%+1.6pp | 2.43%+5.8pp | -9.96%+18.2pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,937 | $3,255-40.5% | $3,852-49.7% | $3,350-42.2% |
| Admin fee / account holder | $125 | $489-74.5% | $6,675-98.1% | $521-76.0% |