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 | $12,482 |
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 | $33,778 | $88,890-62.0% | $102,423-67.0% | $77,643-56.5% |
| Participation rate | 82.3% | 80.9%+1.3pp | 76.5%+5.8pp | 70.6%+11.7pp |
| Annual return | 13.45% | 24.98%-11.5pp | 29.32%-15.9pp | 31.24%-17.8pp |
| Employer contribution / active EE | $1,632 | $2,698-39.5% | $3,023-46.0% | $2,726-40.1% |
| Participant deferral / active EE | $2,248 | $5,145-56.3% | $5,053-55.5% | $4,647-51.6% |
| Admin fee / account holder | $44 | $235-81.4% | $9,451-99.5% | $430-89.8% |