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 |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 49 · EIN 25-1759623 600 STEWART STREET SUITE 600 · SEATTLE, WA 98101 | Other Services | $15,756 |
VISSE & COMPANY, CPA'S2+ years Filed as: VISSE & COMPANY, CPAS Service code 10 · EIN 54-2088418 610 MARKET ST, SUITE 200 · KIRKLAND, WA 98033 | Accounting | $7,499 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,742 | $43,423-45.3% | $78,689-69.8% | $55,167-57.0% |
| Participation rate | 78.3% | 68.0%+10.3pp | 73.6%+4.7pp | 69.0%+9.3pp |
| Annual return | 10.54% | 11.53%-1.0pp | 62.18%-51.6pp | 169.23%-158.7pp |
| Employer contribution / active EE | $324 | $1,997-83.8% | $2,851-88.6% | $1,963-83.5% |
| Participant deferral / active EE | $851 | $2,509-66.1% | $3,517-75.8% | $3,054-72.1% |
| Admin fee / account holder | $39 | $416-90.6% | $4,510-99.1% | $504-92.2% |