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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.
See the 9-year trajectory with Solo.
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 13 · EIN 42-0127290 | Contract Administrator | $35,277 |
ERISA SERVICES, INC.3 years Filed as: ERISA SERVICES INC Service code 13 | Contract Administrator | $9,664 |
ERISA SERVICES, INC.3 years Filed as: ERISA SERVICES Service code 13 · EIN 62-1200951 | Contract Administrator | $1,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,272 | $65,322-46.0% | $70,449-49.9% | $73,488-52.0% |
| Participation rate | 62.7% | 77.0%-14.3pp | 75.1%-12.4pp | 70.7%-8.0pp |
| Annual return | 11.05% | 15.71%-4.7pp | 109.03%-98.0pp | 28.51%-17.5pp |
| Employer contribution / active EE | $808 | $2,460-67.2% | $2,737-70.5% | $2,270-64.4% |
| Participant deferral / active EE | $2,442 | $3,375-27.7% | $3,709-34.2% | $3,740-34.7% |
| Admin fee / account holder | $172 | $214-19.8% | $3,845-95.5% | $513-66.6% |