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 |
|---|---|---|
PENTEGRA SERVICES, INC.7 years Filed as: PENTEGRA SERVICES, INC Service code 13 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Contract Administrator | $23,880 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-1455663 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,052 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,000 | $122,239+45.6% | $184,203-3.4% | $74,495+138.9% |
| Participation rate | 75.9% | 85.5%-9.6pp | 86.8%-10.9pp | 67.2%+8.7pp |
| Annual return | 17.67% | 19.95%-2.3pp | 28.81%-11.1pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $6,787 | $4,537+49.6% | $6,427+5.6% | $2,623+158.7% |
| Participant deferral / active EE | $4,477 | $7,139-37.3% | $9,131-51.0% | $4,346+3.0% |
| Admin fee / account holder | $251 | $1,260-80.1% | $13,901-98.2% | $1,942-87.1% |