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 | $6,048 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,944 | $39,819-90.1% | $67,834-94.2% | $57,658-93.2% |
| Participation rate | 46.3% | 61.2%-14.9pp | 68.8%-22.5pp | 70.2%-23.9pp |
| Annual return | 6.93% | 9.19%-2.3pp | 138.47%-131.5pp | 5.13%+1.8pp |
| Employer contribution / active EE | $0 | $1,277-100.0% | $2,403-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $288 | $2,209-87.0% | $3,160-90.9% | $3,061-90.6% |
| Admin fee / account holder | $25 | $84-70.1% | $4,622-99.5% | $95-73.6% |