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: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $92,324 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $207,680 | $81,537+154.7% | $149,718+38.7% | $69,631+198.3% |
| Participation rate | 95.7% | 86.1%+9.6pp | 87.1%+8.7pp | 70.7%+25.1pp |
| Annual return | 18.90% | 22.79%-3.9pp | 1501.63%-1482.7pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $9,175 | $3,239+183.3% | $5,445+68.5% | $2,032+351.5% |
| Participant deferral / active EE | $9,828 | $4,994+96.8% | $6,569+49.6% | $3,224+204.9% |
| Admin fee / account holder | $321 | $107+200.0% | $11,283-97.2% | $110+190.3% |