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 4-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 |
|---|---|---|
ERISA FIDUCIARY SERVICES, INC.1+ years Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $6,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,102 | $58,347-70.7% | $85,682-80.0% | $86,799-80.3% |
| Participation rate | 63.9% | 64.9%-1.0pp | 69.9%-6.0pp | 72.3%-8.4pp |
| Annual return | 96.76% | 18.43%+78.3pp | 21.49%+75.3pp | 97.91%-1.2pp |
| Employer contribution / active EE | $294 | $1,751-83.2% | $2,618-88.8% | $2,405-87.8% |
| Participant deferral / active EE | $1,954 | $3,065-36.2% | $3,923-50.2% | $4,131-52.7% |
| Admin fee / account holder | $14 | $147-90.7% | $6,873-99.8% | $170-91.9% |