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 SERVICES2+ years Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 15 1620 WESTGATE CIRCLE, SUITE 170 · BRENTWOOD, TN 37027 | Recordkeeping | $15,859 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 26 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | Advisory (Participants) | $14,648 |
BURLEIGH CONSULTING GROUP2+ years Service code 10 465 JACK KRAMER DRIVE - SUITE 2 · MEMPHIS, TN 38117 | Accounting | $8,596 |
FOUTS & MORGAN CPA'S, P.C.2+ years Service code 10 1715 AARON BRENNER DRIVE - STE 700 · MEMPHIS, TN 38120 | Accounting | $5,650 |
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 | $43,714 | $57,976-24.6% | $62,995-30.6% | $62,292-29.8% |
| Participation rate | 92.4% | 75.9%+16.4pp | 74.8%+17.6pp | 69.5%+22.9pp |
| Annual return | 12.49% | 17.54%-5.0pp | 87.57%-75.1pp | 28.90%-16.4pp |
| Employer contribution / active EE | $742 | $2,415-69.3% | $2,759-73.1% | $2,042-63.6% |
| Participant deferral / active EE | $3,222 | $2,956+9.0% | $3,329-3.2% | $3,169+1.7% |
| Admin fee / account holder | $254 | $276-8.0% | $3,600-93.0% | $479-47.1% |