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 | $22,646 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: SFG RETIREMENT PLAN CONSULTING LLC Service code 27 · EIN 46-4984194 | Advisory (Plan) | $14,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,890 | $84,936-43.6% | $111,297-57.0% | $79,386-39.7% |
| Participation rate | 98.3% | 75.9%+22.5pp | 77.3%+21.0pp | 70.7%+27.6pp |
| Annual return | 15.19% | 17.45%-2.3pp | 54.65%-39.5pp | 116.85%-101.7pp |
| Employer contribution / active EE | $503 | $1,979-74.6% | $2,731-81.6% | $2,427-79.3% |
| Participant deferral / active EE | $6,109 | $3,888+57.1% | $4,487+36.1% | $4,046+51.0% |
| Admin fee / account holder | $233 | $537-56.5% | $7,964-97.1% | $626-62.7% |