See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $590,250 |
SOLTIS INVESTMENT ADVISORS11+ years Service code 27 · EIN 27-3188744 | Advisory (Plan) | $221,749 |
CARVER FLOREK & JAMES CPA'S2 years Filed as: CARVER FLOREK & JAMES CPAS LLC Service code 10 · EIN 52-2408237 | Accounting | $26,000 |
ERP RETIREMENT SERVICES1 year Service code 15 · EIN 92-1711496 | Recordkeeping | $25,574 |
ERP SOUTHWEST LLC2 years Filed as: ERP SOUTHWEST LLC DBA ERP RETIREMEN Service code 15 | Recordkeeping | $788 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,485 | $111,072-34.7% | $156,263-53.6% | $102,872-29.5% |
| Participation rate | 50.9% | 80.1%-29.2pp | 78.9%-28.0pp | 73.0%-22.1pp |
| Annual return | 14.80% | 16.98%-2.2pp | 59.47%-44.7pp | 19.06%-4.3pp |
| Employer contribution / active EE | $1,053 | $4,017-73.8% | $4,333-75.7% | $3,526-70.1% |
| Participant deferral / active EE | $2,032 | $5,455-62.7% | $6,158-67.0% | $5,535-63.3% |
| Admin fee / account holder | $200 | $120+66.4% | $14,255-98.6% | $292-31.4% |