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 SERVICES2+ years Filed as: ANCORA RETIREMENT PLAN ADVISORS Service code 27 · EIN 23-2697799 | Advisory (Plan) | $45,214 |
MILLER COOPER & CO LTD1 year Service code 10 · EIN 36-2897372 | Accounting | $18,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,662 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,659 | $89,436-47.8% | $164,813-71.7% | $77,643-39.9% |
| Participation rate | 60.6% | 78.6%-18.0pp | 78.6%-18.0pp | 70.6%-10.0pp |
| Annual return | 16.45% | 28.83%-12.4pp | 69.93%-53.5pp | 31.24%-14.8pp |
| Employer contribution / active EE | $805 | $2,569-68.7% | $4,341-81.5% | $2,726-70.5% |
| Participant deferral / active EE | $2,382 | $4,897-51.4% | $6,031-60.5% | $4,647-48.7% |
| Admin fee / account holder | $178 | $339-47.5% | $12,690-98.6% | $430-58.6% |