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 |
|---|---|---|
EPOCH CONSULTING GROUP8+ years Service code 27 435 E STREET, SUITE B · SANTA ROSA, CA 95404 | Advisory (Plan) | $63,142 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $61,374 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $147,838 | $37,393+295.4% | $77,024+91.9% | $66,914+120.9% |
| Participation rate | 95.1% | 52.9%+42.2pp | 67.9%+27.2pp | 69.8%+25.3pp |
| Annual return | -11.08% | -3.29%-7.8pp | 42.32%-53.4pp | 1.58%-12.7pp |
| Employer contribution / active EE | $7,069 | $1,531+361.8% | $2,812+151.4% | $2,544+177.9% |
| Participant deferral / active EE | $6,425 | $2,617+145.5% | $4,426+45.1% | $4,237+51.6% |
| Admin fee / account holder | $604 | $567+6.6% | $5,425-88.9% | $593+1.9% |