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 GROUP9+ years Service code 27 435 E STREET, SUITE B · SANTA ROSA, CA 95404 | Advisory (Plan) | $64,433 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 13 · EIN 62-0951563 | Contract Administrator | $60,274 |
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.
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 | $178,276 | $41,078+334.0% | $80,569+121.3% | $71,457+149.5% |
| Participation rate | 93.0% | 50.2%+42.8pp | 67.0%+26.0pp | 67.9%+25.1pp |
| Annual return | 12.74% | 38.45%-25.7pp | 935.43%-922.7pp | 28.85%-16.1pp |
| Employer contribution / active EE | $7,447 | $1,506+394.6% | $2,723+173.4% | $2,588+187.8% |
| Participant deferral / active EE | $7,148 | $2,699+164.8% | $4,447+60.7% | $4,289+66.7% |
| Admin fee / account holder | $617 | $1,840-66.5% | $5,377-88.5% | $1,587-61.1% |