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 SERVICES2+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $38,555 |
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 | $39,358 | $56,629-30.5% | $77,999-49.5% | $55,167-28.7% |
| Participation rate | 88.7% | 73.3%+15.4pp | 75.5%+13.2pp | 69.0%+19.7pp |
| Annual return | 6.96% | 2866.98%-2860.0pp | 425.96%-419.0pp | 169.23%-162.3pp |
| Employer contribution / active EE | $733 | $1,723-57.5% | $2,470-70.3% | $1,963-62.7% |
| Participant deferral / active EE | $2,320 | $2,777-16.5% | $3,497-33.7% | $3,054-24.0% |
| Admin fee / account holder | $170 | $467-63.6% | $5,480-96.9% | $504-66.3% |