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 |
|---|---|---|
Filed as: EPIC RETIREMENT SERVICES Service code 14 · EIN 16-1450952 | Plan Administrator | $88,027 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,096 | $63,321+1.2% | $68,791-6.8% | $77,904-17.7% |
| Participation rate | 27.6% | 71.1%-43.5pp | 69.0%-41.4pp | 73.7%-46.1pp |
| Annual return | -16.48% | -6.50%-10.0pp | -6.38%-10.1pp | 12.21%-28.7pp |
| Employer contribution / active EE | $0 | $2,794-100.0% | $2,655-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $1,559 | $4,029-61.3% | $3,941-60.4% | $4,806-67.6% |
| Admin fee / account holder | $208 | $104+99.7% | $4,932-95.8% | $133+57.1% |