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: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,075 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA RETIREMENT SERVICES INC Service code 13 · EIN 13-3745616 5350 SEVENTY SEVEN CENTER DR · CHARLOTTE, NC 28217 | Contract Administrator | $9,170 |
PENTEGRA SERVICES, INC.9 years Filed as: PENTEGRA RETIREMENT SERVICES Service code 13 | Contract Administrator | $5,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,675 | $50,820-59.3% | $155,567-86.7% | $77,671-73.4% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 13.72% | 34.85%-21.1pp | 64.74%-51.0pp | 31.21%-17.5pp |
| Employer contribution / active EE | $795 | $1,993-60.1% | $4,674-83.0% | $2,726-70.8% |
| Participant deferral / active EE | $2,520 | $2,823-10.7% | $5,628-55.2% | $4,648-45.8% |
| Admin fee / account holder | $51 | $436-88.2% | $15,916-99.7% | $430-88.1% |