Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 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 SERVICES6+ years Filed as: AVANTAX RETIREMENT PLAN SERVICES Service code 15 · EIN 42-1447865 | Recordkeeping | $141,769 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,315 | $110,483+78.6% | $145,433+35.7% | $79,634+147.8% |
| Participation rate | 84.4% | 71.1%+13.2pp | 82.1%+2.2pp | 62.5%+21.9pp |
| Annual return | 16.38% | 24.62%-8.2pp | 66.58%-50.2pp | 36.46%-20.1pp |
| Employer contribution / active EE | $2,709 | $4,053-33.2% | $4,554-40.5% | $2,529+7.1% |
| Participant deferral / active EE | $8,991 | $7,216+24.6% | $7,897+13.8% | $3,835+134.5% |
| Admin fee / account holder | $496 | $680-27.1% | $13,129-96.2% | $1,002-50.5% |