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 SERVICES3+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 49 · EIN 25-1759623 10700 MERIDICAN AVE. N., SUITE 401 · SEATTLE, WA 98133 | Other Services | $20,809 |
VISSE & COMPANY, CPA'S3+ years Filed as: VISSE & COMPANY, CPAS Service code 10 · EIN 54-2088418 610 MARKET ST, SUITE 200 · KIRKLAND, WA 98033 | Accounting | $7,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,960 | $50,637-50.7% | $86,590-71.2% | $62,292-59.9% |
| Participation rate | 69.1% | 67.9%+1.2pp | 73.5%-4.4pp | 69.5%-0.4pp |
| Annual return | 15.96% | 20.80%-4.8pp | 964.84%-948.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $918 | $2,611-64.9% | $3,609-74.6% | $3,169-71.0% |
| Admin fee / account holder | $85 | $413-79.4% | $4,906-98.3% | $479-82.2% |