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: CASE PEARLMAN RETIREMENT PLAN Service code 27 · EIN 45-1600395 | Advisory (Plan) | $30,698 |
Filed as: PENSION FINANCIAL SERVICES Service code 16 · EIN 58-1485803 | Consulting | $13,110 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,075 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,124 | $54,121-33.3% | $134,143-73.1% | $73,409-50.8% |
| Participation rate | 72.4% | 64.4%+8.0pp | 72.2%+0.2pp | 72.2%+0.2pp |
| Annual return | 20.25% | -312.52%+332.8pp | 36.33%-16.1pp | 59.29%-39.0pp |
| Employer contribution / active EE | $512 | $1,402-63.4% | $3,704-86.2% | $2,234-77.1% |
| Participant deferral / active EE | $3,585 | $2,844+26.1% | $3,499+2.5% | $3,805-5.8% |
| Admin fee / account holder | $71 | $132-46.6% | $6,684-98.9% | $158-55.2% |