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: EPIC ADVISORS, INC. Service code 15 | Recordkeeping | $0 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 49 · EIN 20-1591048 | Other Services | $0 |
Annual investment return 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 | $53,938 | $62,561-13.8% | $105,218-48.7% | $52,331+3.1% |
| Participation rate | 88.8% | 70.4%+18.4pp | 77.2%+11.5pp | 68.1%+20.6pp |
| Annual return | -1.90% | 8.71%-10.6pp | 5.33%-7.2pp | 4.54%-6.4pp |
| Employer contribution / active EE | $1,492 | $2,137-30.2% | $3,255-54.2% | $1,882-20.7% |
| Participant deferral / active EE | $2,456 | $3,355-26.8% | $4,867-49.5% | $3,022-18.7% |
| Admin fee / account holder | $28 | $198-85.9% | $6,992-99.6% | $592-95.3% |