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 |
|---|---|---|
Filed as: EPIC RETIREMENT PLAN SERVCIES Service code 15 · EIN 16-1450952 | Recordkeeping | $80,570 |
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 | $64,486 | $79,124-18.5% | $60,874+5.9% | $64,808-0.5% |
| Participation rate | 54.6% | 77.7%-23.1pp | 73.1%-18.5pp | 71.5%-16.8pp |
| Annual return | -14.54% | -7.13%-7.4pp | 16.90%-31.4pp | 32.82%-47.4pp |
| Employer contribution / active EE | $1,003 | $3,050-67.1% | $2,701-62.9% | $2,506-60.0% |
| Participant deferral / active EE | $3,037 | $3,725-18.5% | $3,817-20.4% | $4,310-29.5% |
| Admin fee / account holder | $302 | $106+185.6% | $3,224-90.6% | $188+60.7% |