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 | $60,702 |
Filed as: EPIC ADVISORS, INC. Service code 12 · EIN 16-1450952 | Participant loan processing; Particip... | $12,449 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,620 | $86,655-49.7% | $119,609-63.5% | $66,914-34.8% |
| Participation rate | 94.8% | 75.6%+19.2pp | 79.3%+15.5pp | 69.8%+25.0pp |
| Annual return | -12.99% | -8.00%-5.0pp | -14.97%+2.0pp | 1.58%-14.6pp |
| Employer contribution / active EE | $2,851 | $2,536+12.4% | $4,232-32.6% | $2,544+12.1% |
| Participant deferral / active EE | $2,051 | $4,358-52.9% | $5,602-63.4% | $4,237-51.6% |
| Admin fee / account holder | $409 | $755-45.9% | $10,323-96.0% | $593-31.1% |