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 | $10,028 |
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 | $125,697 | $56,629+122.0% | $77,999+61.2% | $55,167+127.8% |
| Participation rate | 87.6% | 73.3%+14.3pp | 75.5%+12.1pp | 69.0%+18.6pp |
| Annual return | 8.63% | 2866.98%-2858.4pp | 425.96%-417.3pp | 169.23%-160.6pp |
| Employer contribution / active EE | $2,157 | $1,723+25.2% | $2,470-12.7% | $1,963+9.9% |
| Participant deferral / active EE | $4,713 | $2,777+69.7% | $3,497+34.8% | $3,054+54.3% |
| Admin fee / account holder | $90 | $467-80.6% | $5,480-98.4% | $504-82.1% |