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 SERVICES5+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS, LL Service code 15 7300 COLLEGE BLVD. · OVERLAND PARK, KS 66210 | Recordkeeping | $8,064 |
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 | $149,989 | $136,307+10.0% | $177,821-15.7% | $73,488+104.1% |
| Participation rate | 99.3% | 86.1%+13.2pp | 87.7%+11.6pp | 70.7%+28.6pp |
| Annual return | 18.73% | 18.68%+0.1pp | 48.32%-29.6pp | 28.51%-9.8pp |
| Employer contribution / active EE | $6,346 | $3,712+71.0% | $5,918+7.2% | $2,270+179.6% |
| Participant deferral / active EE | $7,659 | $5,829+31.4% | $7,714-0.7% | $3,740+104.8% |
| Admin fee / account holder | $62 | $596-89.6% | $12,427-99.5% | $513-88.0% |