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 | $2,231 |
ERISA SERVICES, INC.7 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,498 | $65,435+4.7% | $86,677-21.0% | $66,914+2.4% |
| Participation rate | 47.2% | 75.5%-28.3pp | 76.6%-29.4pp | 69.8%-22.6pp |
| Annual return | -15.07% | -10.89%-4.2pp | 35.91%-51.0pp | 1.58%-16.6pp |
| Employer contribution / active EE | $2,148 | $2,153-0.2% | $2,836-24.3% | $2,544-15.6% |
| Participant deferral / active EE | $4,526 | $4,100+10.4% | $4,656-2.8% | $4,237+6.8% |
| Admin fee / account holder | $174 | $642-72.9% | $7,493-97.7% | $593-70.7% |