Filed May 6, 2019
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 |
|---|---|---|
Service code 10 · EIN 62-1700796 | Accounting | $71,654 |
Filed as: EPIC ADVISOR, INC. Service code 12 · EIN 16-1450952 | Claims processing; Direct payment fro... | $16,072 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,025 | $65,390-12.8% | $169,368-66.3% | $71,457-20.2% |
| Participation rate | 69.2% | 67.0%+2.3pp | 77.1%-7.9pp | 67.9%+1.3pp |
| Annual return | 15.45% | 21.31%-5.9pp | 405.60%-390.2pp | 28.85%-13.4pp |
| Employer contribution / active EE | $2,273 | $2,079+9.3% | $4,013-43.4% | $2,588-12.2% |
| Participant deferral / active EE | $3,634 | $4,367-16.8% | $6,221-41.6% | $4,289-15.3% |
| Admin fee / account holder | $464 | $1,324-65.0% | $9,003-94.8% | $1,587-70.8% |