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 SERVICES1+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $52,233 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,593 | $70,002-24.9% | $115,037-54.3% | $52,331+0.5% |
| Participation rate | 87.4% | 72.1%+15.3pp | 81.4%+6.1pp | 68.1%+19.3pp |
| Annual return | -1.93% | 4.04%-6.0pp | 26.14%-28.1pp | 4.54%-6.5pp |
| Employer contribution / active EE | $1,044 | $2,715-61.6% | $4,608-77.4% | $1,882-44.5% |
| Participant deferral / active EE | $4,976 | $4,920+1.1% | $6,026-17.4% | $3,022+64.7% |
| Admin fee / account holder | $285 | $566-49.6% | $8,175-96.5% | $592-51.8% |