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 37 · EIN 04-2647786 | Loan Processing | $3,576 |
ERISA SERVICES, INC.9 years Filed as: ERISA, INC. Service code 16 · EIN 36-3180571 5215 OLD ORCHARD RD SUITE 1200 · SKOKIE, IL 60077 | Consulting | $0 |
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 | $72,944 | $79,171-7.9% | $102,423-28.8% | $74,495-2.1% |
| Participation rate | 86.8% | 74.8%+12.0pp | 76.5%+10.3pp | 67.2%+19.6pp |
| Annual return | 10.34% | 54.93%-44.6pp | 29.32%-19.0pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $2,601 | $2,362+10.1% | $3,023-14.0% | $2,623-0.8% |
| Participant deferral / active EE | $5,436 | $4,415+23.1% | $5,053+7.6% | $4,346+25.1% |
| Admin fee / account holder | $126 | $2,001-93.7% | $9,451-98.7% | $1,942-93.5% |