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 | $124,565 |
Filed as: EPIC ADVISOR, INC. Service code 12 · EIN 16-1450952 | Participant communication; Participan... | $13,399 |
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 | $152,406 | $81,248+87.6% | $155,509-2.0% | $80,856+88.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.61% | 33.31%-19.7pp | 64.67%-51.1pp | 35.59%-22.0pp |
| Employer contribution / active EE | $6,508 | $3,100+109.9% | $4,672+39.3% | $2,755+136.3% |
| Participant deferral / active EE | $4,686 | $3,452+35.8% | $5,626-16.7% | $4,296+9.1% |
| Admin fee / account holder | $1,131 | $7,997-85.9% | $15,912-92.9% | $6,918-83.7% |