See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $30,780 |
KETEL THORSTENSON, LLP1+ years Service code 10 · EIN 46-0257538 | Accounting | $10,640 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,010 | $70,115-81.4% | $70,515-81.6% | $80,160-83.8% |
| Participation rate | 98.6% | 71.7%+27.0pp | 68.3%+30.3pp | 72.9%+25.7pp |
| Annual return | 22.53% | 134.51%-112.0pp | 32.77%-10.2pp | 40.38%-17.9pp |
| Employer contribution / active EE | $2,367 | $3,021-21.7% | $2,973-20.4% | $2,978-20.5% |
| Participant deferral / active EE | $3,759 | $4,495-16.4% | $4,567-17.7% | $5,017-25.1% |
| Admin fee / account holder | $27 | $112-75.6% | $6,412-99.6% | $145-81.1% |