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 SERVICES1+ years Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $60,261 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,440 | $70,667-13.1% | $123,104-50.1% | $52,331+17.4% |
| Participation rate | 90.2% | 83.7%+6.5pp | 86.8%+3.4pp | 68.1%+22.1pp |
| Annual return | -0.87% | 6.23%-7.1pp | 13.22%-14.1pp | 4.54%-5.4pp |
| Employer contribution / active EE | $1,944 | $2,946-34.0% | $5,151-62.3% | $1,882+3.3% |
| Participant deferral / active EE | $4,631 | $4,493+3.1% | $6,230-25.7% | $3,022+53.2% |
| Admin fee / account holder | $311 | $506-38.7% | $9,015-96.6% | $592-47.5% |