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 8-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 | $39,021 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $83,335 | $43,550+91.4% | $63,517+31.2% | $52,331+59.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 71.0%+29.0pp | 68.1%+31.9pp |
| Annual return | 63.11% | 2.03%+61.1pp | -70.30%+133.4pp | 4.54%+58.6pp |
| Employer contribution / active EE | $2,274 | $1,351+68.3% | $2,322-2.1% | $1,882+20.8% |
| Participant deferral / active EE | $5,332 | $2,254+136.6% | $2,953+80.5% | $3,022+76.4% |
| Admin fee / account holder | $259 | $387-33.0% | $5,892-95.6% | $592-56.2% |