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 |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS, LL Service code 15 10801 MASTIN BLVD. · OVERLAND PARK, KS 66210 | Recordkeeping | $4,378 |
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 | $92,868 | $74,089+25.3% | $133,980-30.7% | $55,167+68.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 15.89% | 12.11%+3.8pp | 29.30%-13.4pp | 169.23%-153.3pp |
| Employer contribution / active EE | $5,439 | $3,064+77.5% | $5,211+4.4% | $1,963+177.1% |
| Participant deferral / active EE | $7,010 | $4,678+49.9% | $6,282+11.6% | $3,054+129.5% |
| Admin fee / account holder | $31 | $458-93.1% | $9,324-99.7% | $504-93.7% |