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 |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,790 |
RENASANT BANK1 year Service code 21 209 TROY ST. · TUPELO, MS 38802 | Bank Trustee | $13,051 |
Filed as: EPIC RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $495 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,925 | $52,953+45.3% | $172,739-55.5% | $65,185+18.0% |
| Participation rate | 99.1% | 66.2%+32.9pp | 82.6%+16.5pp | 70.2%+28.9pp |
| Annual return | 22.77% | 30.12%-7.4pp | 802.84%-780.1pp | 29.38%-6.6pp |
| Employer contribution / active EE | $6,729 | $2,190+207.3% | $5,143+30.8% | $2,177+209.1% |
| Participant deferral / active EE | $4,163 | $2,471+68.5% | $5,198-19.9% | $3,514+18.5% |
| Admin fee / account holder | $445 | $472-5.7% | $13,954-96.8% | $847-47.5% |