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.1 year Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $139,622 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,460 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, INC. Service code 99 · EIN 43-1270780 | Other Fees | $14,955 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $68 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,357 | $70,115-90.9% | $70,515-91.0% | $80,160-92.1% |
| Participation rate | 91.1% | 71.7%+19.5pp | 68.3%+22.8pp | 72.9%+18.2pp |
| Annual return | 8.44% | 134.51%-126.1pp | 32.77%-24.3pp | 40.38%-31.9pp |
| Employer contribution / active EE | $397 | $3,021-86.9% | $2,973-86.7% | $2,978-86.7% |
| Participant deferral / active EE | $771 | $4,495-82.8% | $4,567-83.1% | $5,017-84.6% |
| Admin fee / account holder | $27 | $112-75.9% | $6,412-99.6% | $145-81.4% |