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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 59-1531281 | Advisory (Plan) | $129,162 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $99,349 |
ERISA SERVICES, INC.4 years Service code 15 · EIN 62-1200951 | Recordkeeping | $18,285 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,341 | $93,131-32.0% | $106,548-40.6% | $86,799-27.0% |
| Participation rate | 82.0% | 81.4%+0.6pp | 76.1%+5.9pp | 72.3%+9.8pp |
| Annual return | 13.33% | 19.45%-6.1pp | 26.80%-13.5pp | 97.91%-84.6pp |
| Employer contribution / active EE | $687 | $2,895-76.3% | $2,819-75.6% | $2,405-71.4% |
| Participant deferral / active EE | $2,708 | $4,708-42.5% | $4,398-38.4% | $4,131-34.4% |
| Admin fee / account holder | $864 | $145+495.3% | $7,407-88.3% | $170+409.4% |