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 NATIONAL LLC Service code 49 · EIN 84-2409363 | Other Services | $6,217 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $1,929 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,737 | $55,415+51.1% | $155,509-46.2% | $74,495+12.4% |
| Participation rate | 70.4% | 61.9%+8.5pp | 78.2%-7.8pp | 67.2%+3.2pp |
| Annual return | 14.43% | 268.50%-254.1pp | 64.67%-50.2pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,180 | $2,267-48.0% | $4,672-74.8% | $2,623-55.0% |
| Participant deferral / active EE | $4,056 | $2,836+43.0% | $5,626-27.9% | $4,346-6.7% |
| Admin fee / account holder | $31 | $1,738-98.2% | $15,912-99.8% | $1,942-98.4% |