See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 62-1700796 | Accounting | $36,679 |
Filed as: EPIC ADVISORS, INC. Service code 12 · EIN 16-1450952 | Direct payment from the plan; Claims ... | $6,497 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,567 | $86,332-55.3% | $125,175-69.2% | $65,185-40.8% |
| Participation rate | 96.7% | 75.3%+21.4pp | 79.8%+16.9pp | 70.2%+26.5pp |
| Annual return | 19.77% | 27.43%-7.7pp | 43.79%-24.0pp | 29.38%-9.6pp |
| Employer contribution / active EE | $697 | $2,040-65.8% | $3,865-82.0% | $2,177-68.0% |
| Participant deferral / active EE | $1,147 | $3,537-67.6% | $4,937-76.8% | $3,514-67.3% |
| Admin fee / account holder | $241 | $609-60.4% | $9,702-97.5% | $847-71.5% |