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 | $44,594 |
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 | $36,092 | $75,284-52.1% | $91,001-60.3% | $69,631-48.2% |
| Participation rate | 89.0% | 80.4%+8.6pp | 75.6%+13.4pp | 70.7%+18.3pp |
| Annual return | 16.22% | 48.40%-32.2pp | 4.60%+11.6pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $714 | $2,473-71.1% | $2,456-70.9% | $2,032-64.9% |
| Participant deferral / active EE | $2,200 | $3,700-40.5% | $3,547-38.0% | $3,224-31.8% |
| Admin fee / account holder | $158 | $111+43.0% | $5,417-97.1% | $110+43.2% |