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 SERVICES5+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $27,680 | $72,492-61.8% | $87,100-68.2% | $72,985-62.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.70% | 24.46%-5.8pp | 28.19%-9.5pp | 81.00%-62.3pp |
| Employer contribution / active EE | $1,439 | $1,894-24.0% | $2,521-42.9% | $2,440-41.0% |
| Participant deferral / active EE | $2,909 | $3,270-11.0% | $4,049-28.2% | $3,607-19.4% |
| Admin fee / account holder | $2 | $5,055-100.0% | $7,497-100.0% | $5,124-100.0% |