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 |
|---|---|---|
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA RETIREMENT Service code 13 701 WINCHESTER AVE · WHITE PLAINS, NY 10604 | Contract Administrator | $6,046 |
Service code 27 29 SAWYER RD., ONE · WALTHAM, MA 02453 | Advisory (Plan) | $4,785 |
ASCENSUS LLC4 years Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $4,473 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,136 | $27,839+11.8% | $58,482-46.8% | $71,457-56.4% |
| Participation rate | 17.5% | 34.5%-17.0pp | 50.9%-33.3pp | 67.9%-50.4pp |
| Annual return | -7.79% | 26.81%-34.6pp | 4239.32%-4247.1pp | 28.85%-36.6pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $346 | $1,206-71.3% | $1,924-82.0% | $4,289-91.9% |
| Admin fee / account holder | $619 | $1,641-62.3% | $2,516-75.4% | $1,587-61.0% |