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 15 · EIN 01-0233346 | Recordkeeping | $7,438 |
ERP RETIREMENT SERVICES2 years Filed as: ERP NATIONAL LLC Service code 13 135 PINELAWN ROAD · MELVILLE, NY 11747 | Contract Administrator | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL Service code 28 · EIN 36-4019175 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,886 | $88,890-47.3% | $102,423-54.2% | $77,643-39.6% |
| Participation rate | 91.5% | 80.9%+10.6pp | 76.5%+15.0pp | 70.6%+20.9pp |
| Annual return | 14.68% | 24.98%-10.3pp | 29.32%-14.6pp | 31.24%-16.6pp |
| Employer contribution / active EE | $2,271 | $2,698-15.8% | $3,023-24.9% | $2,726-16.7% |
| Participant deferral / active EE | $4,336 | $5,145-15.7% | $5,053-14.2% | $4,647-6.7% |
| Admin fee / account holder | $221 | $235-6.0% | $9,451-97.7% | $430-48.6% |