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 10-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 |
|---|---|---|
Service code 99 · EIN 46-2309236 | Other Fees | $20,378 |
ERISA SERVICES, INC.2 years Filed as: ERISA SPECIALISTS/ BENEFITS PROF. Service code 49 · EIN 90-1118690 | Other Services | $6,995 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,614 | $59,417+62.6% | $93,606+3.2% | $74,495+29.7% |
| Participation rate | 96.3% | 59.7%+36.7pp | 68.7%+27.6pp | 67.2%+29.1pp |
| Annual return | 16.55% | 81.83%-65.3pp | 133.20%-116.6pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $1,094 | $1,264-13.4% | $2,420-54.8% | $2,623-58.3% |
| Participant deferral / active EE | $7,325 | $3,050+140.2% | $4,411+66.0% | $4,346+68.6% |
| Admin fee / account holder | $277 | $3,021-90.8% | $8,285-96.7% | $1,942-85.7% |