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 | $100,976 |
Filed as: EPIC ADVISOR, INC. Service code 12 · EIN 16-1450952 | Recordkeeping and information managem... | $14,046 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,866 | $73,867+100.2% | $143,757+2.9% | $68,494+115.9% |
| Participation rate | 98.7% | 66.7%+32.0pp | 80.3%+18.4pp | 67.9%+30.8pp |
| Annual return | -12.18% | 1.01%-13.2pp | -0.04%-12.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $6,785 | $3,184+113.1% | $4,951+37.0% | $2,596+161.3% |
| Participant deferral / active EE | $4,728 | $3,384+39.7% | $5,637-16.1% | $4,027+17.4% |
| Admin fee / account holder | $1,046 | $5,755-81.8% | $14,673-92.9% | $5,403-80.6% |