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 |
|---|---|---|
Filed as: EPIC ADVISORS Service code 15 · EIN 16-1450952 150 STATE STREET, SUITE 200 · ROCHESTER, NY 14614 | Recordkeeping | $8,032 |
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 | $67,311 | $80,753-16.6% | $136,294-50.6% | $62,292+8.1% |
| Participation rate | 53.3% | 73.5%-20.2pp | 81.9%-28.6pp | 69.5%-16.2pp |
| Annual return | 17.44% | 35.83%-18.4pp | 5155.94%-5138.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $9,445 | $5,164+82.9% | $6,247+51.2% | $3,169+198.0% |
| Admin fee / account holder | $38 | $525-92.8% | $9,243-99.6% | $479-92.1% |