Filed July 29, 2024
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 SERVICES1+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $5,769 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,264 | $87,841-70.1% | $133,980-80.4% | $62,891-58.2% |
| Participation rate | 97.3% | 83.4%+13.9pp | 87.1%+10.2pp | 69.3%+28.0pp |
| Annual return | 17.10% | 12.05%+5.0pp | 29.30%-12.2pp | 20.14%-3.0pp |
| Employer contribution / active EE | $2,714 | $3,483-22.1% | $5,211-47.9% | $2,281+19.0% |
| Participant deferral / active EE | $5,545 | $4,812+15.2% | $6,282-11.7% | $3,203+73.1% |
| Admin fee / account holder | $17 | $5,371-99.7% | $9,324-99.8% | $4,296-99.6% |