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 SERVICES4+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $63,963 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,415 | $73,102-9.1% | $123,544-46.2% | $56,287+18.0% |
| Participation rate | 97.3% | 74.3%+23.0pp | 82.3%+15.0pp | 69.9%+27.4pp |
| Annual return | -5.56% | 3.01%-8.6pp | 119.20%-124.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,342 | $2,977-54.9% | $4,628-71.0% | $2,111-36.4% |
| Participant deferral / active EE | $6,038 | $5,423+11.3% | $6,426-6.0% | $3,350+80.2% |
| Admin fee / account holder | $348 | $554-37.2% | $9,284-96.3% | $521-33.3% |