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 7-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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $105,149 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SERVICES, INC. Service code 14 · EIN 13-3745616 | Plan Administrator | $18,273 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,961 | $102,872-33.9% | $136,749-50.3% | $102,872-33.9% |
| Participation rate | 59.7% | 73.0%-13.3pp | 72.1%-12.5pp | 73.0%-13.3pp |
| Annual return | 20.12% | 19.06%+1.1pp | 24.33%-4.2pp | 19.06%+1.1pp |
| Employer contribution / active EE | $2,923 | $3,526-17.1% | $3,400-14.0% | $3,526-17.1% |
| Participant deferral / active EE | $3,999 | $5,535-27.7% | $4,692-14.8% | $5,535-27.7% |
| Admin fee / account holder | $114 | $292-61.1% | $11,386-99.0% | $292-61.1% |