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 SERVICES1+ years Filed as: LBA RETIREMENT PLAN SERVICES Service code 12 · EIN 59-3559193 501 RIVERSIDE AVE., SUITE 800 · JACKSONVILLE, FL 32202 | Claims processing; Participant loan p... | $7,170 |
Filed as: JOHN HANCOCK (USA) Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14302 | Recordkeeping | $254 |
Employer contribution per participant 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 | $23,510 | $70,002-66.4% | $115,037-79.6% | $52,331-55.1% |
| Participation rate | 78.2% | 72.1%+6.1pp | 81.4%-3.2pp | 68.1%+10.1pp |
| Annual return | 0.23% | 4.04%-3.8pp | 26.14%-25.9pp | 4.54%-4.3pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,836 | $4,920-42.4% | $6,026-52.9% | $3,022-6.2% |
| Admin fee / account holder | $43 | $566-92.5% | $8,175-99.5% | $592-92.8% |