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 |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: QUALIFIED RETIREMENT PLAN SERVICES Service code 13 P.O. BOX 99163 · RALEIGH, NC 276249163 | Contract Administrator | $6,143 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,561 |
Filed as: GREAT-WEST LIFE & ANNITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,338 |
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 | $30,786 | $84,233-63.5% | $170,442-81.9% | $70,131-56.1% |
| Participation rate | 98.9% | 70.8%+28.0pp | 83.6%+15.3pp | 69.5%+29.3pp |
| Annual return | 14.24% | 23.06%-8.8pp | 205.93%-191.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,815 | $3,387-46.4% | $5,433-66.6% | $2,342-22.5% |
| Participant deferral / active EE | $2,679 | $3,086-13.2% | $4,939-45.8% | $3,332-19.6% |
| Admin fee / account holder | $35 | $5,698-99.4% | $13,880-99.8% | $4,645-99.3% |