Filed June 10, 2026
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 9-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: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $915 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,110 | $31,388+37.3% | $73,545-41.4% | $62,292-30.8% |
| Participation rate | 51.3% | 39.9%+11.5pp | 54.9%-3.6pp | 69.5%-18.2pp |
| Annual return | 16.75% | 25.34%-8.6pp | -15.16%+31.9pp | 28.90%-12.1pp |
| Employer contribution / active EE | $1,210 | $498+143.1% | $1,219-0.7% | $2,042-40.7% |
| Participant deferral / active EE | $2,470 | $1,028+140.2% | $1,806+36.8% | $3,169-22.0% |
| Admin fee / account holder | $7 | $299-97.6% | $2,320-99.7% | $479-98.5% |