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 6-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 INC Service code 13 6830 COMMERCE CT DR · BLACKLICK, OH 430049297 | Contract Administrator | $567 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $532 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,686 | $99,957-91.3% | $149,696-94.2% | $73,488-88.2% |
| Participation rate | 41.8% | 75.7%-33.9pp | 82.5%-40.7pp | 70.7%-28.9pp |
| Annual return | 33.09% | 53.87%-20.8pp | 276.60%-243.5pp | 28.51%+4.6pp |
| Employer contribution / active EE | $685 | $3,191-78.5% | $4,644-85.2% | $2,270-69.8% |
| Participant deferral / active EE | $1,317 | $6,073-78.3% | $6,842-80.8% | $3,740-64.8% |
| Admin fee / account holder | $6 | $551-98.9% | $9,309-99.9% | $513-98.9% |