Filed June 10, 2026
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EPIC RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,600 | $37,426+35.2% | $77,482-34.7% | $79,858-36.6% |
| Participation rate | 61.8% | 41.5%+20.3pp | 54.2%+7.6pp | 69.6%-7.9pp |
| Annual return | 18.78% | 39.70%-20.9pp | 54.79%-36.0pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,353 | $637+112.5% | $986+37.2% | $2,471-45.2% |
| Participant deferral / active EE | $2,924 | $1,260+132.1% | $1,861+57.1% | $3,740-21.8% |
| Admin fee / account holder | $2 | $2,504-99.9% | $2,858-99.9% | $5,306-100.0% |