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 9-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 |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,088 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SERVICES, INC. Service code 14 · EIN 13-3745616 | Plan Administrator | $6,496 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,265 | $88,634-23.0% | $101,326-32.6% | $74,304-8.1% |
| Participation rate | 95.2% | 76.9%+18.4pp | 81.5%+13.7pp | 60.3%+34.9pp |
| Annual return | 27.40% | 33.10%-5.7pp | 36.82%-9.4pp | 29.43%-2.0pp |
| Employer contribution / active EE | $3,661 | $2,930+24.9% | $3,665-0.1% | $2,241+63.4% |
| Participant deferral / active EE | $10,859 | $7,322+48.3% | $7,994+35.8% | $3,767+188.2% |
| Admin fee / account holder | $132 | $2,425-94.6% | $11,185-98.8% | $2,969-95.6% |