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 SERVICES2+ years Filed as: HANSON MCCLAIN RETIREMENT PLAN SERV Service code 27 1180 IRON POINT ROAD, SUITE 170 · FOLSOM, CA 95630 | Advisory (Plan) | $19,804 |
NEWPORT GROUP, INC.2+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $8,346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,850 | $54,368-10.1% | $117,039-58.3% | $62,292-21.6% |
| Participation rate | 57.1% | 64.9%-7.8pp | 77.2%-20.0pp | 69.5%-12.4pp |
| Annual return | 21.62% | 21.77%-0.2pp | 18.95%+2.7pp | 28.90%-7.3pp |
| Employer contribution / active EE | $1,432 | $1,692-15.3% | $3,785-62.2% | $2,042-29.9% |
| Participant deferral / active EE | $2,801 | $2,269+23.4% | $3,929-28.7% | $3,169-11.6% |
| Admin fee / account holder | $303 | $493-38.7% | $5,974-94.9% | $479-36.9% |