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 | $70,299 |
BKD, LLP2+ years Service code 10 · EIN 44-0160260 | Accounting | $9,464 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,859 | $75,183-29.7% | $123,892-57.3% | $55,167-4.2% |
| Participation rate | 67.6% | 72.8%-5.2pp | 81.4%-13.8pp | 69.0%-1.4pp |
| Annual return | 11.72% | 19.01%-7.3pp | 47.52%-35.8pp | 169.23%-157.5pp |
| Employer contribution / active EE | $368 | $2,823-87.0% | $4,617-92.0% | $1,963-81.3% |
| Participant deferral / active EE | $6,659 | $5,084+31.0% | $5,984+11.3% | $3,054+118.0% |
| Admin fee / account holder | $368 | $663-44.5% | $8,357-95.6% | $504-27.1% |