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 9-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 |
|---|---|---|
ERP RETIREMENT SERVICES1 year Service code 17 · EIN 20-4100804 | Pension Consulting | $6,851 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,601 | $111,608-50.2% | $177,821-68.7% | $73,409-24.3% |
| Participation rate | 56.7% | 87.9%-31.2pp | 87.7%-31.1pp | 72.2%-15.5pp |
| Annual return | 17.98% | 18.23%-0.2pp | 48.32%-30.3pp | 59.29%-41.3pp |
| Employer contribution / active EE | $0 | $3,796-100.0% | $5,918-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,876 | $6,199-37.5% | $7,714-49.7% | $3,805+1.9% |
| Admin fee / account holder | $29 | $166-82.3% | $12,427-99.8% | $158-81.4% |