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: THE RETIREMENT PLAN COMPANY LLC Service code 24 · EIN 38-3712991 | Discretionary Trustee | $44,872 |
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 | $139,425 | $72,177+93.2% | $115,037+21.2% | $59,632+133.8% |
| Participation rate | 86.6% | 72.6%+14.0pp | 81.4%+5.2pp | 68.7%+17.9pp |
| Annual return | -0.84% | 12.02%-12.9pp | 26.14%-27.0pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $5,056 | $2,841+78.0% | $4,608+9.7% | $2,203+129.5% |
| Participant deferral / active EE | $7,304 | $4,783+52.7% | $6,026+21.2% | $3,192+128.8% |
| Admin fee / account holder | $348 | $4,927-92.9% | $8,175-95.7% | $4,297-91.9% |