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.
| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: ANCORA RETIREMENT PLAN ADVISORS Service code 27 · EIN 23-2697799 | Advisory (Plan) | $29,154 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,069 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,387 | $91,372-38.3% | $129,995-56.6% | $74,419-24.2% |
| Participation rate | 75.7% | 77.8%-2.1pp | 78.5%-2.8pp | 70.7%+5.0pp |
| Annual return | 143.28% | 23.21%+120.1pp | -137.18%+280.5pp | 34.38%+108.9pp |
| Employer contribution / active EE | $343 | $2,563-86.6% | $4,320-92.1% | $2,637-87.0% |
| Participant deferral / active EE | $1,833 | $4,721-61.2% | $5,820-68.5% | $4,528-59.5% |
| Admin fee / account holder | $78 | $283-72.3% | $10,614-99.3% | $348-77.4% |