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 | $68,820 |
BKD, LLP3+ years Service code 10 · EIN 44-0160260 | Accounting | $9,750 |
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 | $57,846 | $80,753-28.4% | $136,294-57.6% | $62,292-7.1% |
| Participation rate | 58.8% | 73.5%-14.8pp | 81.9%-23.2pp | 69.5%-10.8pp |
| Annual return | 17.19% | 35.83%-18.6pp | 5155.94%-5138.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $284 | $2,884-90.2% | $4,695-94.0% | $2,042-86.1% |
| Participant deferral / active EE | $5,996 | $5,164+16.1% | $6,247-4.0% | $3,169+89.2% |
| Admin fee / account holder | $361 | $525-31.2% | $9,243-96.1% | $479-24.6% |