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 |
|---|---|---|
ERISA SERVICES, INC.6 years Filed as: ERISA, INC. Service code 16 · EIN 36-3180571 5215 OLD ORCHARD RD SUITE 1200 · SKOKIE, IL 60077 | Consulting | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | $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 | $93,973 | $84,936+10.6% | $111,297-15.6% | $79,386+18.4% |
| Participation rate | 60.9% | 75.9%-14.9pp | 77.3%-16.4pp | 70.7%-9.8pp |
| Annual return | 9.58% | 17.45%-7.9pp | 54.65%-45.1pp | 116.85%-107.3pp |
| Employer contribution / active EE | $2,027 | $1,979+2.4% | $2,731-25.8% | $2,427-16.5% |
| Participant deferral / active EE | $3,888 | $3,8880% | $4,487-13.4% | $4,046-3.9% |
| Admin fee / account holder | $203 | $537-62.2% | $7,964-97.5% | $626-67.6% |