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: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $10,797 |
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 | $60,045 | $46,072+30.3% | $70,014-14.2% | $55,167+8.8% |
| Participation rate | 99.2% | 67.5%+31.8pp | 71.8%+27.4pp | 69.0%+30.2pp |
| Annual return | 6.91% | 8.68%-1.8pp | 12.99%-6.1pp | 169.23%-162.3pp |
| Employer contribution / active EE | $3,384 | $1,500+125.6% | $2,338+44.7% | $1,963+72.4% |
| Participant deferral / active EE | $3,978 | $2,344+69.7% | $2,931+35.7% | $3,054+30.2% |
| Admin fee / account holder | $76 | $428-82.2% | $4,380-98.3% | $504-84.9% |