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.
| Provider | Service type | Compensation |
|---|---|---|
E.R.I.S.A., INC.1 year Filed as: E.R.I.S.A. INC. Service code 49 · EIN 36-3180571 5215 OLD ORCHARD RD STE 430 · SKOKIE, IL 60077 | Other Services | $450 |
E.R.I.S.A., INC.1 year Service code 49 | Other Services | $0 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,853 | $122,239-69.9% | $184,203-80.0% | $74,495-50.5% |
| Participation rate | 96.5% | 85.5%+11.0pp | 86.8%+9.6pp | 67.2%+29.3pp |
| Annual return | 15.80% | 19.95%-4.2pp | 28.81%-13.0pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,223 | $7,139-40.8% | $9,131-53.7% | $4,346-2.8% |
| Admin fee / account holder | $196 | $1,260-84.4% | $13,901-98.6% | $1,942-89.9% |