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 BANK2 years Service code 21 · EIN 62-1829917 | Bank Trustee | $18,467 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $241 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,381 | $65,376-58.1% | $87,100-68.6% | $65,185-58.0% |
| Participation rate | 62.1% | 75.3%-13.3pp | 76.9%-14.8pp | 70.2%-8.1pp |
| Annual return | 6.55% | 31.27%-24.7pp | 28.19%-21.6pp | 29.38%-22.8pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,979 | $3,388-41.6% | $4,049-51.1% | $3,514-43.7% |
| Admin fee / account holder | $121 | $520-76.8% | $7,497-98.4% | $847-85.8% |