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 |
|---|---|---|
CAPITAL DIRECTIONS, LLC1+ years Service code 26 · EIN 58-2592093 | Advisory (Participants) | $22,884 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: KASSOUF RETIREMENT PLAN SERVICES Service code 15 · EIN 63-1239553 | Recordkeeping | $8,377 |
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 | $0 | $85,766-100.0% | $136,294-100.0% | $70,131-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 81.9%-81.9pp | 69.5%-69.5pp |
| Annual return | 9.85% | 31.45%-21.6pp | 5155.94%-5146.1pp | 73.14%-63.3pp |
| Employer contribution / active EE | $3,230 | $2,966+8.9% | $4,695-31.2% | $2,342+37.9% |
| Participant deferral / active EE | $5,924 | $5,051+17.3% | $6,247-5.2% | $3,332+77.8% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |