Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
Service code 17 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Pension Consulting | $32,266 |
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,008 |
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA Service code 14 · EIN 13-3892096 5350 SEVENTY SEVEN CENTER DRIVE · CHARLOTTE, NC 28217 | Plan Administrator | $9,128 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,568 | $58,234+100.2% | $81,783+42.5% | $80,874+44.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 15.84% | 41.70%-25.9pp | 775.05%-759.2pp | 35.62%-19.8pp |
| Employer contribution / active EE | $6,206 | $2,341+165.1% | $2,913+113.1% | $2,756+125.2% |
| Participant deferral / active EE | $12,016 | $3,283+266.0% | $4,320+178.1% | $4,297+179.6% |
| Admin fee / account holder | $90 | $4,982-98.2% | $7,380-98.8% | $6,935-98.7% |