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 | $55,963 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-4317381 | Advisory (Plan) | $44,140 |
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 | $84,336 | $91,762-8.1% | $67,502+24.9% | $77,643+8.6% |
| Participation rate | 52.1% | 75.9%-23.8pp | 72.9%-20.7pp | 70.6%-18.4pp |
| Annual return | 12.48% | 14.87%-2.4pp | 3512.12%-3499.6pp | 31.24%-18.8pp |
| Employer contribution / active EE | $1,016 | $3,181-68.1% | $2,731-62.8% | $2,726-62.7% |
| Participant deferral / active EE | $3,142 | $3,903-19.5% | $4,000-21.4% | $4,647-32.4% |
| Admin fee / account holder | $343 | $176+95.0% | $3,998-91.4% | $430-20.2% |