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 |
|---|---|---|
Filed as: EPIC RETIREMENT PLAN SERIVCES Service code 15 · EIN 16-1450952 | Recordkeeping | $23,390 |
PINNACLE BANK4 years Service code 21 · EIN 62-1829917 | Bank Trustee | $22,478 |
PRONVEST10+ years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $10,089 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,765 | $101,317-61.7% | $146,958-73.6% | $74,495-48.0% |
| Participation rate | 93.2% | 75.5%+17.7pp | 82.2%+11.0pp | 67.2%+26.0pp |
| Annual return | 12.49% | 8730.91%-8718.4pp | 418.34%-405.8pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,919 | $3,810-49.6% | $4,933-61.1% | $2,623-26.8% |
| Participant deferral / active EE | $3,459 | $7,303-52.6% | $8,070-57.1% | $4,346-20.4% |
| Admin fee / account holder | $242 | $1,739-86.1% | $12,998-98.1% | $1,942-87.5% |