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 |
|---|---|---|
TRUSTFIRST, INC3+ years Service code 26 265 BROOKVIEW CENTER WAY, SUIT 504 · KNOXVILLE, TN 37919 | Advisory (Participants) | $22,301 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 64 · EIN 38-2712991 | Recordkeeping Fees | $15,154 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: THE RETIREMENT PLAN COMPANY,LLC Service code 60 | Sub-TA Fees | $4,081 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,284 | $71,192-13.9% | $117,854-48.0% | $62,292-1.6% |
| Participation rate | 86.5% | 74.2%+12.2pp | 79.7%+6.8pp | 69.5%+17.0pp |
| Annual return | 18.90% | 18.66%+0.2pp | 335.08%-316.2pp | 28.90%-10.0pp |
| Employer contribution / active EE | $1,448 | $1,934-25.1% | $3,786-61.7% | $2,042-29.1% |
| Participant deferral / active EE | $3,794 | $3,189+19.0% | $4,482-15.3% | $3,169+19.7% |
| Admin fee / account holder | $243 | $587-58.7% | $8,020-97.0% | $479-49.4% |