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 |
|---|---|---|
THE FIDUCIARY GROUP1+ years Service code 27 P.O. BOX 13688 · SAVANNAH, GA 31416 | Advisory (Plan) | $14,927 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: THE RETIREMENT PLAN COMPANY Service code 24 · EIN 38-3712991 | Discretionary Trustee | $4,925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $19,044 | $72,770-73.8% | $67,652-71.8% | $55,191-65.5% |
| Participation rate | 42.0% | 78.8%-36.8pp | 75.7%-33.7pp | 69.2%-27.2pp |
| Annual return | 3.55% | -3.26%+6.8pp | 6625.04%-6621.5pp | 10.78%-7.2pp |
| Employer contribution / active EE | $0 | $1,769-100.0% | $2,266-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,204 | $3,408-35.3% | $3,560-38.1% | $3,046-27.6% |
| Admin fee / account holder | $149 | $79+89.4% | $4,821-96.9% | $91+64.4% |