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: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $5,508 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
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 | $24,584 | $43,423-43.4% | $78,689-68.8% | $55,167-55.4% |
| Participation rate | 34.6% | 68.0%-33.4pp | 73.6%-38.9pp | 69.0%-34.3pp |
| Annual return | 8.06% | 11.53%-3.5pp | 62.18%-54.1pp | 169.23%-161.2pp |
| Employer contribution / active EE | $256 | $1,997-87.2% | $2,851-91.0% | $1,963-86.9% |
| Participant deferral / active EE | $1,213 | $2,509-51.7% | $3,517-65.5% | $3,054-60.3% |
| Admin fee / account holder | $61 | $416-85.3% | $4,510-98.6% | $504-87.9% |