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+ years Filed as: PENTEGRA SERVICES INC. Service code 15 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $36,258 |
NATIONWIDE1+ years Filed as: NATIONWIDE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,691 | $68,413-31.8% | $123,104-62.1% | $55,191-15.4% |
| Participation rate | 60.3% | 84.5%-24.2pp | 86.8%-26.5pp | 69.2%-8.9pp |
| Annual return | 253.83% | 6.30%+247.5pp | 13.22%+240.6pp | 10.78%+243.1pp |
| Employer contribution / active EE | $2,079 | $3,050-31.8% | $5,151-59.6% | $1,899+9.5% |
| Participant deferral / active EE | $3,497 | $4,490-22.1% | $6,230-43.9% | $3,046+14.8% |
| Admin fee / account holder | $128 | $88+45.8% | $9,015-98.6% | $91+41.0% |