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 | $30,968 |
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 | $32,865 | $57,108-42.5% | $94,224-65.1% | $52,331-37.2% |
| Participation rate | 95.8% | 72.9%+22.9pp | 78.8%+17.0pp | 68.1%+27.7pp |
| Annual return | 1.10% | 1.47%-0.4pp | 10.68%-9.6pp | 4.54%-3.4pp |
| Employer contribution / active EE | $780 | $1,735-55.1% | $3,587-78.3% | $1,882-58.6% |
| Participant deferral / active EE | $1,743 | $3,040-42.7% | $4,320-59.6% | $3,022-42.3% |
| Admin fee / account holder | $110 | $546-79.8% | $6,269-98.2% | $592-81.4% |