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 SERVICES2 years Service code 17 · EIN 20-4100804 | Pension Consulting | $273 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,498 | $111,491-43.9% | $189,513-67.0% | $86,799-28.0% |
| Participation rate | 51.7% | 87.3%-35.6pp | 87.8%-36.1pp | 72.3%-20.6pp |
| Annual return | 15.47% | 83.50%-68.0pp | 555.15%-539.7pp | 97.91%-82.4pp |
| Employer contribution / active EE | $0 | $3,951-100.0% | $6,162-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,145 | $6,437-35.6% | $8,221-49.6% | $4,131+0.3% |
| Admin fee / account holder | $6 | $189-96.9% | $12,045-100.0% | $170-96.6% |