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 SERVICES3+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $1,800 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $311 |
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 | $71,534 | $89,739-20.3% | $149,718-52.2% | $62,292+14.8% |
| Participation rate | 91.6% | 85.1%+6.5pp | 87.1%+4.5pp | 69.5%+22.1pp |
| Annual return | 16.49% | 21.01%-4.5pp | 1501.63%-1485.1pp | 28.90%-12.4pp |
| Employer contribution / active EE | $3,490 | $3,233+7.9% | $5,445-35.9% | $2,042+70.9% |
| Participant deferral / active EE | $4,087 | $4,797-14.8% | $6,569-37.8% | $3,169+29.0% |
| Admin fee / account holder | $9 | $551-98.3% | $11,283-99.9% | $479-98.0% |