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 |
|---|---|---|
Filed as: PENTEC PENSION MANAGEMENT Service code 13 700 S MARIENFELD · MIDLAND, TX 79701 | Contract Administrator | $1,440 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $913 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,978 | $99,957-82.0% | $149,696-88.0% | $73,488-75.5% |
| Participation rate | 69.4% | 75.7%-6.3pp | 82.5%-13.1pp | 70.7%-1.3pp |
| Annual return | 24.83% | 53.87%-29.0pp | 276.60%-251.8pp | 28.51%-3.7pp |
| Employer contribution / active EE | $2,165 | $3,191-32.1% | $4,644-53.4% | $2,270-4.6% |
| Participant deferral / active EE | $3,057 | $6,073-49.7% | $6,842-55.3% | $3,740-18.3% |
| Admin fee / account holder | $5 | $551-99.1% | $9,309-99.9% | $513-99.1% |