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 9-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 SERVICES9+ years Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 15 · EIN 38-3712991 | Recordkeeping | $109,526 |
Filed as: FIDELITY PERSONAL TRUST COMPANY Service code 19 2710 CENTERVILLE RD. · WILMINGTON, DE 19808 | Securities Custodian | $22,404 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,237 | $106,028+6.8% | $146,958-22.9% | $77,643+45.8% |
| Participation rate | 91.7% | 78.4%+13.4pp | 82.2%+9.6pp | 70.6%+21.2pp |
| Annual return | 16.62% | 56.73%-40.1pp | 418.34%-401.7pp | 31.24%-14.6pp |
| Employer contribution / active EE | $4,954 | $4,063+21.9% | $4,933+0.4% | $2,726+81.7% |
| Participant deferral / active EE | $8,477 | $7,990+6.1% | $8,070+5.0% | $4,647+82.4% |
| Admin fee / account holder | $174 | $337-48.4% | $12,998-98.7% | $430-59.5% |