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: UNITED RETIREMENT PLAN CONSULTANTS Service code 15 · EIN 84-1169833 | Recordkeeping | $38,756 |
INNOVEST PORTFOLIO SOLUTIONS LLC2+ years Filed as: INNOVEST PORTFOLIO SOLUTIONS Service code 28 · EIN 84-1334165 | Investment Management | $13,911 |
Service code 12 · EIN 84-1477138 | Recordkeeping and information managem... | $12,725 |
NEWPORT GROUP, INC.1 year Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048 | Shareholder servicing fees; Direct pa... | $1,060 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,508 | $43,411-68.9% | $94,993-85.8% | $69,631-80.6% |
| Participation rate | 51.9% | 64.4%-12.5pp | 73.9%-21.9pp | 70.7%-18.8pp |
| Annual return | 9.44% | 22.54%-13.1pp | 27.12%-17.7pp | 27571.02%-27561.6pp |
| Employer contribution / active EE | $481 | $1,202-60.0% | $2,603-81.5% | $2,032-76.3% |
| Participant deferral / active EE | $795 | $2,384-66.6% | $3,317-76.0% | $3,224-75.3% |
| Admin fee / account holder | $106 | $87+21.2% | $4,960-97.9% | $110-4.2% |