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 |
|---|---|---|
TRENDZ ADVISORS, INC.1 year Filed as: TRENDZ ADVISORS INC Service code 27 8515 BROOKVIEW CENTER WAY, SUIT 502 · KNOXVILLE, TN 37919 | Advisory (Plan) | $7,071 |
EPIC RETIREMENT PLAN SERVICES9+ years Filed as: THE RETIREMENT PLAN COMPANY,LLC Service code 60 | Sub-TA Fees | $5,958 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,160 |
THE MENKE GROUP, INC.1 year Service code 13 · EIN 30-0177541 | Contract Administrator | $3,020 |
EPIC RETIREMENT PLAN SERVICES9+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 64 · EIN 38-2712991 | Recordkeeping Fees | $1 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,515 | $82,978-18.6% | $129,995-48.1% | $71,457-5.5% |
| Participation rate | 80.4% | 74.1%+6.4pp | 78.5%+2.0pp | 67.9%+12.5pp |
| Annual return | 12.46% | 20.60%-8.1pp | -137.18%+149.6pp | 28.85%-16.4pp |
| Employer contribution / active EE | $2,123 | $2,622-19.0% | $4,320-50.8% | $2,588-17.9% |
| Participant deferral / active EE | $5,335 | $4,432+20.4% | $5,820-8.3% | $4,289+24.4% |
| Admin fee / account holder | $58 | $1,729-96.6% | $10,614-99.5% | $1,587-96.3% |