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 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 |
|---|---|---|
ERP RETIREMENT SERVICES1 year Filed as: ERP ACTUARIES & CONSULTANTS INC Service code 49 · EIN 84-2409363 | Other Services | $2,785 |
Service code 49 · EIN 43-1021898 | Other Services | $2,650 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $1,805 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,325 | $61,272+19.7% | $149,673-51.0% | $71,457+2.6% |
| Participation rate | 64.3% | 62.5%+1.8pp | 78.8%-14.5pp | 67.9%-3.6pp |
| Annual return | 17.88% | 35.85%-18.0pp | 134.42%-116.5pp | 28.85%-11.0pp |
| Employer contribution / active EE | $1,137 | $2,378-52.2% | $4,818-76.4% | $2,588-56.1% |
| Participant deferral / active EE | $3,778 | $2,917+29.5% | $5,680-33.5% | $4,289-11.9% |
| Admin fee / account holder | $32 | $1,261-97.5% | $13,210-99.8% | $1,587-98.0% |