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 |
|---|---|---|
Filed as: EPIC ADVISORS Service code 15 · EIN 16-1450952 150 STATE STREET, SUITE 200 · ROCHESTER, NY 14614 | Recordkeeping | $2,753 |
Filed as: CHARLES SCHWAB BANK Service code 71 · EIN 42-1558009 | Brokerage Fees | $2,612 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,702 | $73,102-4.7% | $123,544-43.6% | $56,287+23.8% |
| Participation rate | 32.1% | 74.3%-42.2pp | 82.3%-50.2pp | 69.9%-37.8pp |
| Annual return | -2.79% | 3.01%-5.8pp | 119.20%-122.0pp | -9.96%+7.2pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $9,477 | $5,423+74.8% | $6,426+47.5% | $3,350+182.9% |
| Admin fee / account holder | $29 | $554-94.8% | $9,284-99.7% | $521-94.4% |