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 | $25,286 |
ERISA SERVICES, INC.3 years Filed as: ERISA SPECIALISTS/ BENEFITS PROF. Service code 49 · EIN 90-1118690 | Other Services | $8,213 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,025 | $66,098+83.1% | $101,794+18.9% | $74,304+62.9% |
| Participation rate | 95.2% | 53.8%+41.4pp | 69.2%+26.0pp | 60.3%+34.9pp |
| Annual return | 14.95% | 19.59%-4.6pp | 30.53%-15.6pp | 29.43%-14.5pp |
| Employer contribution / active EE | $1,169 | $1,082+8.1% | $2,289-48.9% | $2,241-47.8% |
| Participant deferral / active EE | $8,255 | $2,781+196.8% | $4,084+102.1% | $3,767+119.1% |
| Admin fee / account holder | $308 | $4,146-92.6% | $8,777-96.5% | $2,969-89.6% |