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 | $15,499 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $22,905 | $48,277-52.6% | $63,517-63.9% | $55,191-58.5% |
| Participation rate | 48.2% | 69.4%-21.2pp | 71.0%-22.9pp | 69.2%-21.0pp |
| Annual return | -0.86% | 2.37%-3.2pp | -70.30%+69.4pp | 10.78%-11.6pp |
| Employer contribution / active EE | $1,001 | $1,592-37.1% | $2,322-56.9% | $1,899-47.3% |
| Participant deferral / active EE | $1,748 | $2,432-28.1% | $2,953-40.8% | $3,046-42.6% |
| Admin fee / account holder | $61 | $86-29.2% | $5,892-99.0% | $91-33.0% |