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 SERVICES3+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $31,819 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,358 | $71,192-37.7% | $117,854-62.4% | $62,292-28.8% |
| Participation rate | 84.8% | 74.2%+10.6pp | 79.7%+5.2pp | 69.5%+15.3pp |
| Annual return | 2.77% | 18.66%-15.9pp | 335.08%-332.3pp | 28.90%-26.1pp |
| Employer contribution / active EE | $3,156 | $1,934+63.2% | $3,786-16.6% | $2,042+54.5% |
| Participant deferral / active EE | $2,033 | $3,189-36.2% | $4,482-54.6% | $3,169-35.8% |
| Admin fee / account holder | $154 | $587-73.7% | $8,020-98.1% | $479-67.8% |