See peer percentile detail with Solo.
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 10-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 |
|---|---|---|
ERISA PARTNERS, INC.1 year Filed as: ERISA PARTNERS, INC Service code 15 · EIN 64-0815705 | Recordkeeping | $73,666 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $26,830 |
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 | $29,508 | $91,517-67.8% | $101,248-70.9% | $73,409-59.8% |
| Participation rate | 97.0% | 73.8%+23.2pp | 75.8%+21.2pp | 72.2%+24.8pp |
| Annual return | 16.01% | 17.17%-1.2pp | 46.47%-30.5pp | 59.29%-43.3pp |
| Employer contribution / active EE | $4,852 | $2,877+68.7% | $3,660+32.6% | $2,234+117.2% |
| Participant deferral / active EE | $4,367 | $3,338+30.8% | $4,370-0.1% | $3,805+14.8% |
| Admin fee / account holder | $234 | $216+8.5% | $5,945-96.1% | $158+48.4% |