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 6-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 SERVICES3+ years Filed as: CORNERSTONE RETIREMENT PLAN ADMIN. Service code 13 | Contract Administrator | $4,495 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: CORNERSTONE RETIREMENT PLAN ADMIN Service code 13 · EIN 27-1207016 931 JEFFERSON BLVD · WARWICK, RI 02886 | Contract Administrator | $1,050 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $1,000 |
ADVISORY ASSETS GROUP2 years Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $999 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWICH VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $43,923 | $58,879-25.4% | $178,490-75.4% | $73,488-40.2% |
| Participation rate | 38.2% | 66.2%-28.0pp | 81.9%-43.7pp | 70.7%-32.5pp |
| Annual return | 26.93% | 24.86%+2.1pp | 151.07%-124.1pp | 28.51%-1.6pp |
| Employer contribution / active EE | $440 | $2,236-80.3% | $5,011-91.2% | $2,270-80.6% |
| Participant deferral / active EE | $1,302 | $2,567-49.3% | $5,202-75.0% | $3,740-65.2% |
| Admin fee / account holder | $11 | $400-97.3% | $13,984-99.9% | $513-97.9% |