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 | $50,018 |
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 | $61,907 | $43,327+42.9% | $59,878+3.4% | $64,186-3.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 10.44% | -1.55%+12.0pp | 3.46%+7.0pp | 7.63%+2.8pp |
| Employer contribution / active EE | $2,549 | $2,028+25.7% | $2,722-6.3% | $2,381+7.1% |
| Participant deferral / active EE | $7,240 | $2,546+184.4% | $3,402+112.8% | $3,470+108.7% |
| Admin fee / account holder | $217 | $3,005-92.8% | $3,590-93.9% | $4,888-95.6% |