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 | $16,486 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: SFG RETIREMENT PLAN CONSULTING LLC Service code 27 · EIN 46-4984194 | Advisory (Plan) | $16,326 |
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 | $39,665 | $73,638-46.1% | $95,952-58.7% | $73,488-46.0% |
| Participation rate | 98.3% | 76.2%+22.1pp | 77.1%+21.2pp | 70.7%+27.6pp |
| Annual return | 13.32% | 16.78%-3.5pp | 91.61%-78.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $751 | $1,863-59.7% | $2,541-70.4% | $2,270-66.9% |
| Participant deferral / active EE | $5,497 | $3,617+52.0% | $4,167+31.9% | $3,740+47.0% |
| Admin fee / account holder | $208 | $482-56.9% | $6,795-96.9% | $513-59.5% |