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.1 year Filed as: PENTEGRA SERVICES Service code 13 · EIN 84-1477138 6830 COMMERCE CT DR · BLACKLICK, OH 430049297 | Contract Administrator | $11,074 |
SECURITIES AMERICA INC1 year Filed as: MM SECURITIES Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $5,502 |
Service code 12 · EIN 84-1477138 | Participant communication; Recordkeep... | $4,148 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,479 |
Filed as: ADVISED ASSESTS GROUP Service code 28 8515 EAST ORCHID ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $287 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,238 | $25,302+51.1% | $74,701-48.8% | $67,579-43.4% |
| Participation rate | 33.7% | 37.8%-4.1pp | 54.5%-20.7pp | 71.3%-37.5pp |
| Annual return | 22.54% | 10291.17%-10268.6pp | 752.92%-730.4pp | 378.56%-356.0pp |
| Employer contribution / active EE | $275 | $446-38.5% | $1,084-74.7% | $2,148-87.2% |
| Participant deferral / active EE | $1,280 | $954+34.2% | $1,964-34.8% | $3,539-63.8% |
| Admin fee / account holder | $114 | $108+5.8% | $3,333-96.6% | $142-20.0% |