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 |
|---|---|---|
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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,568 | $58,208+100.3% | $81,812+42.5% | $80,856+44.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 15.84% | 41.66%-25.8pp | 773.79%-757.9pp | 35.59%-19.7pp |
| Employer contribution / active EE | $6,206 | $2,340+165.2% | $2,912+113.1% | $2,755+125.3% |
| Participant deferral / active EE | $12,016 | $3,281+266.2% | $4,319+178.2% | $4,296+179.7% |
| Admin fee / account holder | $90 | $4,981-98.2% | $7,386-98.8% | $6,918-98.7% |