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 SERVICES5+ years Filed as: HANSON MCCLAIN RETIREMENT PLAN SERV Service code 27 1180 IRON POINT ROAD · FOLSOM, CA 95630 | Advisory (Plan) | $30,876 |
NEWPORT GROUP, INC.5+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $9,118 |
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.)
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 | $71,929 | $59,328+21.2% | $118,925-39.5% | $73,488-2.1% |
| Participation rate | 57.4% | 62.3%-4.9pp | 75.4%-17.9pp | 70.7%-13.2pp |
| Annual return | 13.57% | 19.13%-5.6pp | 35.88%-22.3pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,652 | $1,803-8.4% | $3,263-49.4% | $2,270-27.2% |
| Participant deferral / active EE | $3,155 | $2,604+21.2% | $4,265-26.0% | $3,740-15.6% |
| Admin fee / account holder | $377 | $600-37.1% | $6,581-94.3% | $513-26.5% |