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 SERVICES1+ years Filed as: RETIREMENT PLAN CONSULTANTS, LLC Service code 15 125 S 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $31,789 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $155,296 | $70,002+121.8% | $115,037+35.0% | $52,331+196.8% |
| Participation rate | 88.4% | 72.1%+16.3pp | 81.4%+7.0pp | 68.1%+20.3pp |
| Annual return | -2.66% | 4.04%-6.7pp | 26.14%-28.8pp | 4.54%-7.2pp |
| Employer contribution / active EE | $4,203 | $2,715+54.8% | $4,608-8.8% | $1,882+123.3% |
| Participant deferral / active EE | $6,404 | $4,920+30.2% | $6,026+6.3% | $3,022+111.9% |
| Admin fee / account holder | $229 | $566-59.6% | $8,175-97.2% | $592-61.3% |