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 BANK2+ years Service code 21 · EIN 56-6129051 | Bank Trustee | $27,192 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $13,660 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,406 | $107,378-75.4% | $108,579-75.7% | $57,658-54.2% |
| Participation rate | 63.3% | 77.1%-13.8pp | 79.6%-16.3pp | 70.2%-6.9pp |
| Annual return | 6.13% | 12.80%-6.7pp | -51.70%+57.8pp | 5.13%+1.0pp |
| Employer contribution / active EE | $1,212 | $1,782-32.0% | $3,758-67.7% | $1,974-38.6% |
| Participant deferral / active EE | $2,144 | $3,221-33.4% | $4,311-50.3% | $3,061-29.9% |
| Admin fee / account holder | $214 | $108+97.1% | $7,645-97.2% | $95+126.3% |