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 | $4,587 |
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 | $141,168 | $63,299+123.0% | $91,001+55.1% | $62,292+126.6% |
| Participation rate | 86.2% | 73.3%+12.9pp | 75.6%+10.6pp | 69.5%+16.7pp |
| Annual return | 15.93% | 20.99%-5.1pp | 4.60%+11.3pp | 28.90%-13.0pp |
| Employer contribution / active EE | $2,250 | $1,807+24.5% | $2,456-8.4% | $2,042+10.2% |
| Participant deferral / active EE | $5,025 | $2,943+70.8% | $3,547+41.7% | $3,169+58.6% |
| Admin fee / account holder | $39 | $468-91.6% | $5,417-99.3% | $479-91.8% |