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 10-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 SERVICES2+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 150 STATE STREET, SUITE 200 · ROCHESTER, NY 14614 | Recordkeeping | $11,895 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,908 | $75,183-23.0% | $123,892-53.3% | $55,167+5.0% |
| Participation rate | 46.0% | 72.8%-26.8pp | 81.4%-35.4pp | 69.0%-23.0pp |
| Annual return | 7.56% | 19.01%-11.4pp | 47.52%-40.0pp | 169.23%-161.7pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $7,214 | $5,084+41.9% | $5,984+20.6% | $3,054+136.2% |
| Admin fee / account holder | $16 | $663-97.5% | $8,357-99.8% | $504-96.7% |