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, INC6+ years Service code 26 265 BROOKVIEW CENTER WAY, SUIT 504 · KNOXVILLE, TN 37919 | Advisory (Participants) | $32,036 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 64 · EIN 38-2712991 | Recordkeeping Fees | $19,484 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: THE RETIREMENT PLAN COMPANY,LLC Service code 60 | Sub-TA Fees | $2,946 |
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 | $57,702 | $81,474-29.2% | $133,956-56.9% | $73,488-21.5% |
| Participation rate | 93.7% | 76.4%+17.3pp | 79.8%+13.8pp | 70.7%+23.0pp |
| Annual return | 13.79% | 19.40%-5.6pp | 45.09%-31.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $1,581 | $2,209-28.4% | $3,919-59.7% | $2,270-30.4% |
| Participant deferral / active EE | $4,092 | $3,786+8.1% | $5,048-18.9% | $3,740+9.4% |
| Admin fee / account holder | $255 | $713-64.2% | $8,927-97.1% | $513-50.2% |