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 SERVICES2+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $81,003 |
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 | $181,331 | $71,802+152.5% | $133,980+35.3% | $57,658+214.5% |
| Participation rate | 93.5% | 85.5%+8.0pp | 87.1%+6.4pp | 70.2%+23.2pp |
| Annual return | 9.83% | 13.51%-3.7pp | 29.30%-19.5pp | 5.13%+4.7pp |
| Employer contribution / active EE | $8,262 | $3,161+161.3% | $5,211+58.5% | $1,974+318.6% |
| Participant deferral / active EE | $8,867 | $4,606+92.5% | $6,282+41.2% | $3,061+189.7% |
| Admin fee / account holder | $303 | $88+246.1% | $9,324-96.7% | $95+220.9% |