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 SERVICES2+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $124,661 |
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 | $169,937 | $74,089+129.4% | $133,980+26.8% | $55,167+208.0% |
| Participation rate | 88.9% | 84.3%+4.7pp | 87.1%+1.9pp | 69.0%+20.0pp |
| Annual return | 9.43% | 12.11%-2.7pp | 29.30%-19.9pp | 169.23%-159.8pp |
| Employer contribution / active EE | $9,055 | $3,064+195.6% | $5,211+73.8% | $1,963+361.4% |
| Participant deferral / active EE | $6,156 | $4,678+31.6% | $6,282-2.0% | $3,054+101.5% |
| Admin fee / account holder | $660 | $458+44.0% | $9,324-92.9% | $504+30.9% |