See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP1+ years Service code 12 · EIN 47-0098400 | Foreign entity (e.g., an agent or bro... | $26,125 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RPS RETIREMENT PLAN ADVISORS Service code 26 · EIN 74-2589344 | Advisory (Participants) | $17,337 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,907 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 | Securities Custodian | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,805 | $100,227-66.3% | $169,993-80.1% | $74,419-54.6% |
| Participation rate | 23.5% | 87.3%-63.8pp | 87.0%-63.5pp | 70.7%-47.2pp |
| Annual return | 326.57% | 66.08%+260.5pp | 53.37%+273.2pp | 34.38%+292.2pp |
| Employer contribution / active EE | $99 | $4,263-97.7% | $6,785-98.5% | $2,637-96.3% |
| Participant deferral / active EE | $628 | $7,143-91.2% | $10,408-94.0% | $4,528-86.1% |
| Admin fee / account holder | $195 | $234-16.7% | $12,815-98.5% | $348-43.9% |