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 BANK4 years Service code 21 · EIN 62-1829917 | Bank Trustee | $23,033 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,853 | $84,936-56.6% | $111,297-66.9% | $79,386-53.6% |
| Participation rate | 66.0% | 75.9%-9.9pp | 77.3%-11.4pp | 70.7%-4.7pp |
| Annual return | 26.35% | 17.45%+8.9pp | 54.65%-28.3pp | 116.85%-90.5pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,027 | $3,888-47.9% | $4,487-54.8% | $4,046-49.9% |
| Admin fee / account holder | $140 | $537-74.0% | $7,964-98.2% | $626-77.7% |