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 |
|---|---|---|
HIGH POINT BANK1+ years Service code 21 · EIN 56-6129051 | Bank Trustee | $25,479 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $18,544 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $27,294 | $57,108-52.2% | $94,224-71.0% | $52,331-47.8% |
| Participation rate | 65.3% | 72.9%-7.6pp | 78.8%-13.5pp | 68.1%-2.8pp |
| Annual return | -0.43% | 1.47%-1.9pp | 10.68%-11.1pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,240 | $1,735-28.5% | $3,587-65.4% | $1,882-34.1% |
| Participant deferral / active EE | $2,173 | $3,040-28.5% | $4,320-49.7% | $3,022-28.1% |
| Admin fee / account holder | $245 | $546-55.2% | $6,269-96.1% | $592-58.6% |