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 |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: RPS RETIREMENT PLAN ADVISORS Service code 26 · EIN 74-2589344 | Advisory (Participants) | $37,546 |
AMERITAS LIFE INSURANCE CORP2+ years Service code 12 · EIN 47-0098400 | Recordkeeping fees; Other fees; Accou... | $35,583 |
Service code 12 · EIN 93-2789379 | Claims processing; Recordkeeping and ... | $17,374 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $3,247 |
CHARLES SCHWAB & CO., INC.2+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $40,309 | $129,021-68.8% | $184,203-78.1% | $77,643-48.1% |
| Participation rate | 29.1% | 87.3%-58.2pp | 86.8%-57.7pp | 70.6%-41.5pp |
| Annual return | 12.55% | 33.27%-20.7pp | 28.81%-16.3pp | 31.24%-18.7pp |
| Employer contribution / active EE | $760 | $4,413-82.8% | $6,427-88.2% | $2,726-72.1% |
| Participant deferral / active EE | $1,190 | $7,297-83.7% | $9,131-87.0% | $4,647-74.4% |
| Admin fee / account holder | $374 | $254+47.1% | $13,901-97.3% | $430-13.2% |