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 | $3,381 |
ERISA SERVICES, INC.8 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 | $63,119 | $76,050-17.0% | $96,544-34.6% | $71,457-11.7% |
| Participation rate | 67.3% | 74.4%-7.1pp | 76.0%-8.6pp | 67.9%-0.6pp |
| Annual return | 15.55% | 22.81%-7.3pp | 25.84%-10.3pp | 28.85%-13.3pp |
| Employer contribution / active EE | $2,082 | $2,244-7.2% | $2,965-29.8% | $2,588-19.5% |
| Participant deferral / active EE | $4,502 | $4,215+6.8% | $4,851-7.2% | $4,289+5.0% |
| Admin fee / account holder | $146 | $2,707-94.6% | $8,252-98.2% | $1,587-90.8% |