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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,794 |
ERISA SERVICES, INC.4 years Filed as: ERISA, INC. Service code 16 · EIN 36-3180571 5215 OLD ORCHARD RD SUITE 1200 · SKOKIE, IL 60077 | Consulting | $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 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 | $69,427 | $65,376+6.2% | $87,100-20.3% | $65,185+6.5% |
| Participation rate | 64.4% | 75.3%-10.9pp | 76.9%-12.4pp | 70.2%-5.8pp |
| Annual return | 20.60% | 31.27%-10.7pp | 28.19%-7.6pp | 29.38%-8.8pp |
| Employer contribution / active EE | $1,814 | $1,822-0.5% | $2,521-28.1% | $2,177-16.7% |
| Participant deferral / active EE | $3,426 | $3,388+1.1% | $4,049-15.4% | $3,514-2.5% |
| Admin fee / account holder | $183 | $520-64.9% | $7,497-97.6% | $847-78.4% |