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 10-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 |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS, LL Service code 15 7300 COLLEGE BLVD. · OVERLAND PARK, KS 66210 | Recordkeeping | $12,291 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,979 | $131,799+46.4% | $200,582-3.8% | $85,563+125.5% |
| Participation rate | 97.7% | 87.9%+9.7pp | 86.9%+10.8pp | 66.0%+31.7pp |
| Annual return | 79.66% | 21.59%+58.1pp | 42.33%+37.3pp | 31.51%+48.1pp |
| Employer contribution / active EE | $7,554 | $4,532+66.7% | $6,419+17.7% | $2,654+184.7% |
| Participant deferral / active EE | $10,459 | $7,702+35.8% | $9,331+12.1% | $4,375+139.1% |
| Admin fee / account holder | $34 | $235-85.7% | $16,305-99.8% | $834-96.0% |