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 SERVICES3+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $61,554 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,371 | $80,753-10.4% | $136,294-46.9% | $62,292+16.2% |
| Participation rate | 95.9% | 73.5%+22.4pp | 81.9%+14.0pp | 69.5%+26.4pp |
| Annual return | 16.10% | 35.83%-19.7pp | 5155.94%-5139.8pp | 28.90%-12.8pp |
| Employer contribution / active EE | $1,305 | $2,884-54.7% | $4,695-72.2% | $2,042-36.1% |
| Participant deferral / active EE | $5,990 | $5,164+16.0% | $6,247-4.1% | $3,169+89.0% |
| Admin fee / account holder | $346 | $525-34.2% | $9,243-96.3% | $479-27.9% |