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 3-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: KDP RETIREMENT PLAN SERVICES INC Service code 10 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Accounting | $1,050 |
AMERICAN FUNDS3+ years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,192 | $86,922-83.7% | $102,438-86.1% | $80,874-82.5% |
| Participation rate | 64.5% | 72.4%-7.9pp | 76.5%-12.0pp | 67.6%-3.1pp |
| Annual return | 13.87% | 18.90%-5.0pp | 29.37%-15.5pp | 35.62%-21.8pp |
| Employer contribution / active EE | $1,591 | $2,369-32.8% | $3,024-47.4% | $2,756-42.3% |
| Participant deferral / active EE | $2,484 | $4,119-39.7% | $5,054-50.9% | $4,297-42.2% |
| Admin fee / account holder | $15 | $8,050-99.8% | $9,448-99.8% | $6,935-99.8% |