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 | $60,240 |
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 | $74,692 | $50,464+48.0% | $75,781-1.4% | $52,331+42.7% |
| Participation rate | 79.4% | 66.8%+12.6pp | 75.8%+3.6pp | 68.1%+11.3pp |
| Annual return | 3.81% | 1.03%+2.8pp | 9.68%-5.9pp | 4.54%-0.7pp |
| Employer contribution / active EE | $932 | $1,988-53.1% | $3,323-72.0% | $1,882-50.5% |
| Participant deferral / active EE | $6,560 | $2,570+155.2% | $3,651+79.7% | $3,022+117.1% |
| Admin fee / account holder | $346 | $1,103-68.6% | $5,299-93.5% | $592-41.5% |