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 27 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 27675 | Advisory (Plan) | $10,298 |
PENTEGRA SERVICES, INC.1 year Service code 13 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Contract Administrator | $6,630 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,810 | $69,763-7.1% | $67,502-4.0% | $74,495-13.0% |
| Participation rate | 96.0% | 71.4%+24.7pp | 72.9%+23.2pp | 67.2%+28.8pp |
| Annual return | 14.94% | -40.34%+55.3pp | 3512.12%-3497.2pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $3,595 | $2,704+32.9% | $2,731+31.6% | $2,623+37.0% |
| Participant deferral / active EE | $4,451 | $3,636+22.4% | $4,000+11.3% | $4,346+2.4% |
| Admin fee / account holder | $97 | $896-89.2% | $3,998-97.6% | $1,942-95.0% |