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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,528 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: SFG RETIREMENT PLAN CONSULTING LLC Service code 27 · EIN 46-4984194 | Advisory (Plan) | $12,992 |
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 | $33,764 | $62,586-46.1% | $76,768-56.0% | $64,186-47.4% |
| Participation rate | 95.1% | 72.8%+22.3pp | 77.0%+18.2pp | 69.6%+25.6pp |
| Annual return | -6.04% | -1.95%-4.1pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $589 | $1,832-67.9% | $2,485-76.3% | $2,381-75.3% |
| Participant deferral / active EE | $4,235 | $3,145+34.7% | $3,852+10.0% | $3,470+22.1% |
| Admin fee / account holder | $214 | $4,667-95.4% | $6,675-96.8% | $4,888-95.6% |