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, INC8+ years Service code 26 265 BROOKVIEW CENTER WAY, SUIT 504 · KNOXVILLE, TN 37919 | Advisory (Participants) | $44,067 |
EPIC RETIREMENT PLAN SERVICES8+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 64 · EIN 38-2712991 | Recordkeeping Fees | $18,402 |
EPIC RETIREMENT PLAN SERVICES8+ years Filed as: THE RETIREMENT PLAN COMPANY,LLC Service code 60 | Sub-TA Fees | $4,443 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,093 | $86,655-22.6% | $119,609-43.9% | $66,914+0.3% |
| Participation rate | 89.9% | 75.6%+14.4pp | 79.3%+10.7pp | 69.8%+20.1pp |
| Annual return | -14.00% | -8.00%-6.0pp | -14.97%+1.0pp | 1.58%-15.6pp |
| Employer contribution / active EE | $2,165 | $2,536-14.6% | $4,232-48.8% | $2,544-14.9% |
| Participant deferral / active EE | $5,832 | $4,358+33.8% | $5,602+4.1% | $4,237+37.7% |
| Admin fee / account holder | $376 | $755-50.2% | $10,323-96.4% | $593-36.6% |