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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,993 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES INC. Service code 13 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $21,084 |
ERP RETIREMENT SERVICES2 years Filed as: ERP NATIONAL LLC DBA ERP RETIREMENT Service code 13 | Contract Administrator | $3,415 |
ERP RETIREMENT SERVICES1 year Filed as: ERP NATIONAL LLC DBA ERP Service code 13 135 PINELAWN RD · MELVILLE, NY 11747 | Contract Administrator | -$1,906 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,047 | $65,561-31.3% | $91,541-50.8% | $74,304-39.4% |
| Participation rate | 97.5% | 56.6%+40.9pp | 69.8%+27.7pp | 60.3%+37.1pp |
| Annual return | 12.80% | 17.68%-4.9pp | 20.50%-7.7pp | 29.43%-16.6pp |
| Employer contribution / active EE | $1,366 | $1,717-20.4% | $2,505-45.5% | $2,241-39.0% |
| Participant deferral / active EE | $4,117 | $2,918+41.1% | $4,008+2.7% | $3,767+9.3% |
| Admin fee / account holder | $198 | $3,333-94.1% | $6,956-97.2% | $2,969-93.3% |