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 ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $20 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,607 | $64,909-66.7% | $82,313-73.8% | $62,292-65.3% |
| Participation rate | 37.2% | 74.9%-37.7pp | 76.9%-39.7pp | 69.5%-32.3pp |
| Annual return | 19.34% | 21.18%-1.8pp | 25.88%-6.5pp | 28.90%-9.6pp |
| Employer contribution / active EE | $781 | $1,676-53.4% | $2,428-67.8% | $2,042-61.7% |
| Participant deferral / active EE | $1,458 | $3,103-53.0% | $3,706-60.7% | $3,169-54.0% |
| Admin fee / account holder | $0 | $440-99.9% | $5,608-100.0% | $479-99.9% |