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 |
|---|---|---|
Filed as: EPIC RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $14,854 |
CADENCE BANK2 years Service code 21 · EIN 87-4100433 | Bank Trustee | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,907 | $99,078-68.8% | $96,544-68.0% | $74,419-58.5% |
| Participation rate | 83.5% | 80.7%+2.9pp | 76.0%+7.6pp | 70.7%+12.8pp |
| Annual return | 18.92% | 22.48%-3.6pp | 25.84%-6.9pp | 34.38%-15.5pp |
| Employer contribution / active EE | $1,534 | $2,570-40.3% | $2,965-48.3% | $2,637-41.8% |
| Participant deferral / active EE | $2,152 | $4,933-56.4% | $4,851-55.6% | $4,528-52.5% |
| Admin fee / account holder | $50 | $225-77.8% | $8,252-99.4% | $348-85.7% |