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 | $99,401 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $151,030 | $64,909+132.7% | $82,313+83.5% | $62,292+142.5% |
| Participation rate | 99.2% | 74.9%+24.4pp | 76.9%+22.3pp | 69.5%+29.7pp |
| Annual return | 14.94% | 21.18%-6.2pp | 25.88%-10.9pp | 28.90%-14.0pp |
| Employer contribution / active EE | $4,452 | $1,676+165.6% | $2,428+83.3% | $2,042+118.0% |
| Participant deferral / active EE | $7,187 | $3,103+131.6% | $3,706+93.9% | $3,169+126.8% |
| Admin fee / account holder | $645 | $440+46.8% | $5,608-88.5% | $479+34.7% |