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 SERVICES2+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS, LL Service code 15 10801 MASTIN BLVD. · OVERLAND PARK, KS 66210 | Recordkeeping | $4,548 |
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 | $111,775 | $89,739+24.6% | $149,718-25.3% | $62,292+79.4% |
| Participation rate | 97.6% | 85.1%+12.5pp | 87.1%+10.6pp | 69.5%+28.1pp |
| Annual return | 16.28% | 21.01%-4.7pp | 1501.63%-1485.4pp | 28.90%-12.6pp |
| Employer contribution / active EE | $5,527 | $3,233+70.9% | $5,445+1.5% | $2,042+170.6% |
| Participant deferral / active EE | $6,815 | $4,797+42.1% | $6,569+3.7% | $3,169+115.1% |
| Admin fee / account holder | $68 | $551-87.6% | $11,283-99.4% | $479-85.8% |