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 SERVICES5 years Service code 13 | Contract Administrator | $2,450 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 | Recordkeeping Fees | $1,604 |
SBHU LIFE AGENCY INC9+ years Service code 55 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $238,865 | $80,724+195.9% | $103,333+131.2% | $74,495+220.6% |
| Participation rate | 56.0% | 65.7%-9.7pp | 74.5%-18.5pp | 67.2%-11.2pp |
| Annual return | 26.26% | 27.56%-1.3pp | 24.88%+1.4pp | 1364.94%-1338.7pp |
| Employer contribution / active EE | $1,907 | $3,157-39.6% | $3,868-50.7% | $2,623-27.3% |
| Participant deferral / active EE | $8,821 | $3,860+128.5% | $5,057+74.4% | $4,346+103.0% |
| Admin fee / account holder | $37 | $2,368-98.4% | $8,355-99.6% | $1,942-98.1% |