See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EPIC RETIREMENT SERVICES Service code 14 · EIN 16-1450952 | Plan Administrator | $85,368 |
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 | $66,396 | $70,115-5.3% | $70,515-5.8% | $80,160-17.2% |
| Participation rate | 30.0% | 71.7%-41.7pp | 68.3%-38.3pp | 72.9%-42.9pp |
| Annual return | 15.41% | 134.51%-119.1pp | 32.77%-17.4pp | 40.38%-25.0pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $2,973-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $1,474 | $4,495-67.2% | $4,567-67.7% | $5,017-70.6% |
| Admin fee / account holder | $196 | $112+74.2% | $6,412-97.0% | $145+34.9% |