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 |
|---|---|---|
WALTERS & KONDRASHEFF1 year Service code 10 · EIN 77-0096938 4 CARBONERO WAY · SCOTTS VALLEY, CA 95066 | Accounting | $13,135 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA RETIREMENT Service code 13 701 WINCHESTER AVE · WHITE PLAINS, NY 10604 | Contract Administrator | $8,431 |
Service code 27 29 SAWYER RD., ONE · WALTHAM, MA 02453 | Advisory (Plan) | $6,923 |
ASCENSUS LLC3 years Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $5,414 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,725 | $26,549+38.3% | $61,373-40.2% | $66,914-45.1% |
| Participation rate | 17.1% | 38.1%-21.0pp | 52.6%-35.5pp | 69.8%-52.7pp |
| Annual return | 6.71% | -16.21%+22.9pp | 338.61%-331.9pp | 1.58%+5.1pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,159-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $317 | $1,338-76.3% | $2,125-85.1% | $4,237-92.5% |
| Admin fee / account holder | $990 | $409+142.2% | $2,130-53.5% | $593+66.8% |