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: CAROLINA QUALIFIED RETIREMENT Service code 13 · EIN 47-1083831 | Contract Administrator | $49,711 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $45,881 |
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 | $71,523 | $46,173+54.9% | $170,442-58.0% | $69,631+2.7% |
| Participation rate | 67.6% | 63.9%+3.7pp | 83.6%-16.0pp | 70.7%-3.1pp |
| Annual return | 17.44% | 21.62%-4.2pp | 205.93%-188.5pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $865 | $1,610-46.3% | $5,433-84.1% | $2,032-57.4% |
| Participant deferral / active EE | $2,385 | $2,080+14.7% | $4,939-51.7% | $3,224-26.0% |
| Admin fee / account holder | $192 | $116+65.6% | $13,880-98.6% | $110+73.9% |