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 |
|---|---|---|
ERP RETIREMENT SERVICES4 years Service code 13 | Contract Administrator | $2,178 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 | Recordkeeping Fees | $1,726 |
SBHU LIFE AGENCY INC8+ years Service code 55 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $195,828 | $76,670+155.4% | $96,683+102.5% | $71,457+174.0% |
| Participation rate | 55.5% | 66.6%-11.1pp | 74.3%-18.9pp | 67.9%-12.4pp |
| Annual return | 5.48% | 48.29%-42.8pp | 35.69%-30.2pp | 28.85%-23.4pp |
| Employer contribution / active EE | $1,799 | $3,031-40.6% | $3,737-51.8% | $2,588-30.5% |
| Participant deferral / active EE | $8,383 | $3,771+122.3% | $4,878+71.8% | $4,289+95.5% |
| Admin fee / account holder | $33 | $2,028-98.4% | $6,730-99.5% | $1,587-97.9% |