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 PLAN SERVICES, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $32,441 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,308 | $81,908-61.8% | $90,749-65.5% | $64,808-51.7% |
| Participation rate | 83.2% | 80.5%+2.7pp | 75.7%+7.5pp | 71.5%+11.7pp |
| Annual return | -13.05% | -12.53%-0.5pp | -12.16%-0.9pp | 32.82%-45.9pp |
| Employer contribution / active EE | $548 | $3,065-82.1% | $2,921-81.2% | $2,506-78.1% |
| Participant deferral / active EE | $2,496 | $4,840-48.4% | $4,564-45.3% | $4,310-42.1% |
| Admin fee / account holder | $137 | $157-12.9% | $8,445-98.4% | $188-27.1% |