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 | $2,940 |
ERISA SERVICES, INC.5 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 | $84,487 | $73,638+14.7% | $95,952-11.9% | $73,488+15.0% |
| Participation rate | 36.3% | 76.2%-39.9pp | 77.1%-40.8pp | 70.7%-34.4pp |
| Annual return | 13.11% | 16.78%-3.7pp | 91.61%-78.5pp | 28.51%-15.4pp |
| Employer contribution / active EE | $1,867 | $1,863+0.2% | $2,541-26.5% | $2,270-17.7% |
| Participant deferral / active EE | $3,605 | $3,617-0.3% | $4,167-13.5% | $3,740-3.6% |
| Admin fee / account holder | $195 | $482-59.6% | $6,795-97.1% | $513-62.0% |