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 BANK3 years Service code 21 · EIN 62-1829917 | Bank Trustee | $21,404 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $457 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $28,831 | $73,638-60.8% | $95,952-70.0% | $73,488-60.8% |
| Participation rate | 61.3% | 76.2%-14.9pp | 77.1%-15.8pp | 70.7%-9.4pp |
| Annual return | 3.92% | 16.78%-12.9pp | 91.61%-87.7pp | 28.51%-24.6pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,037 | $3,617-43.7% | $4,167-51.1% | $3,740-45.5% |
| Admin fee / account holder | $122 | $482-74.7% | $6,795-98.2% | $513-76.2% |