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 SERVICES1+ years Filed as: CASE PEARLMAN RETIREMENT PL, LLC Service code 27 7780 CAMBRIDGE MANOR PLACE, SUITE B · FORT MYERS, FL 33907 | Advisory (Plan) | $38,224 |
PROGRESSIVE PENSION ADMIN., INC.1+ years Service code 13 4560 VIA ROYALE, SUITE 4A · FORT MYERS, FL 33919 | Contract Administrator | $8,851 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $775 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $87,756 | $37,117+136.4% | $147,614-40.6% | $55,191+59.0% |
| Participation rate | 67.2% | 63.6%+3.6pp | 84.6%-17.4pp | 69.2%-2.0pp |
| Annual return | -1.17% | 3.44%-4.6pp | 61.98%-63.1pp | 10.78%-11.9pp |
| Employer contribution / active EE | $2,245 | $1,620+38.5% | $5,564-59.7% | $1,899+18.2% |
| Participant deferral / active EE | $4,193 | $1,985+111.2% | $4,895-14.4% | $3,046+37.6% |
| Admin fee / account holder | $206 | $86+140.5% | $11,611-98.2% | $91+126.6% |