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.2 years Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $67,223 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,290 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 99 · EIN 43-1270780 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Other Fees | $19,278 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,470 |
Participant contribution per participant 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 | $7,249 | $81,357-91.1% | $75,972-90.5% | $199,593-96.4% |
| Participation rate | 91.1% | 69.9%+21.2pp | 69.1%+22.1pp | 72.0%+19.1pp |
| Annual return | 12.26% | 16.32%-4.1pp | 359.55%-347.3pp | 34.25%-22.0pp |
| Employer contribution / active EE | $426 | $3,341-87.3% | $2,685-84.1% | $3,034-86.0% |
| Participant deferral / active EE | $825 | $4,710-82.5% | $4,255-80.6% | $5,087-83.8% |
| Admin fee / account holder | $35 | $144-75.6% | $6,467-99.5% | $269-86.9% |