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 | $81,994 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,058 | $55,449+31.8% | $83,848-12.9% | $56,287+29.8% |
| Participation rate | 96.5% | 68.0%+28.5pp | 76.1%+20.4pp | 69.9%+26.7pp |
| Annual return | -39.68% | -1.38%-38.3pp | 850.88%-890.6pp | -9.96%-29.7pp |
| Employer contribution / active EE | $2,250 | $2,430-7.4% | $3,631-38.0% | $2,111+6.6% |
| Participant deferral / active EE | $14,301 | $2,935+387.2% | $4,082+250.4% | $3,350+326.9% |
| Admin fee / account holder | $497 | $656-24.2% | $5,478-90.9% | $521-4.6% |