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 | $8,391 |
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.
Annual investment return 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,673 | $50,637-53.3% | $86,590-72.7% | $62,292-62.0% |
| Participation rate | 38.4% | 67.9%-29.5pp | 73.5%-35.1pp | 69.5%-31.1pp |
| Annual return | 7.40% | 20.80%-13.4pp | 964.84%-957.4pp | 28.90%-21.5pp |
| Employer contribution / active EE | $308 | $2,075-85.1% | $2,839-89.1% | $2,042-84.9% |
| Participant deferral / active EE | $1,312 | $2,611-49.8% | $3,609-63.7% | $3,169-58.6% |
| Admin fee / account holder | $76 | $413-81.7% | $4,906-98.5% | $479-84.2% |