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 3-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: NESTEGGS RETIREMENT PLAN SVCS, LLC Service code 12 · EIN 59-3664112 10407 CENTURION PARKWAY NORTH · JACKSONVILLE, FL 32256 | Recordkeeping fees; Named fiduciary; ... | $110,189 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,181 | $45,031+27.0% | $85,009-32.7% | $77,671-26.4% |
| Participation rate | 69.8% | 48.7%+21.1pp | 67.5%+2.3pp | 70.6%-0.8pp |
| Annual return | 135.18% | 79.22%+56.0pp | 66.47%+68.7pp | 31.21%+104.0pp |
| Employer contribution / active EE | $1,677 | $1,609+4.2% | $2,728-38.5% | $2,726-38.5% |
| Participant deferral / active EE | $3,965 | $2,807+41.2% | $4,522-12.3% | $4,648-14.7% |
| Admin fee / account holder | $322 | $912-64.7% | $6,153-94.8% | $430-25.1% |