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 PARTNERS, INC.4+ years Service code 15 · EIN 64-0815705 PO BOX 22968 · NASHVILLE, TN 37202 | Recordkeeping | $121,791 |
ERISA ADVISERS, INC.4+ years Service code 26 · EIN 46-4414880 PO BOX 22968 · NASHVILLE, TN 37202 | Advisory (Participants) | $16,663 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $127,396 | $79,700+59.8% | $153,432-17.0% | $74,546+70.9% |
| Participation rate | 100.0% | 69.8%+30.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 12.45% | 15.07%-2.6pp | 15.66%-3.2pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $7,142 | $4,016+77.8% | $5,038+41.8% | $2,624+172.1% |
| Participant deferral / active EE | $8,874 | $5,315+67.0% | $6,757+31.3% | $4,347+104.1% |
| Admin fee / account holder | $494 | $1,790-72.4% | $12,725-96.1% | $1,944-74.6% |