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 |
|---|---|---|
NOVUS ADVISORS1+ years Service code 27 · EIN 80-0717897 | Advisory (Plan) | $17,364 |
SPECIALIZED PLAN ADMINISTRATORS1+ years Service code 15 · EIN 90-0713048 | Recordkeeping | $15,151 |
PENTEGRA SERVICES, INC.1+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $6,876 |
Annual investment return 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 that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,705 | $27,330-75.5% | $67,711-90.1% | $55,191-87.9% |
| Participation rate | 87.1% | 47.5%+39.5pp | 67.5%+19.5pp | 69.2%+17.9pp |
| Annual return | -5.20% | 8.81%-14.0pp | 25.41%-30.6pp | 10.78%-16.0pp |
| Employer contribution / active EE | $4,093 | $855+378.8% | $2,559+59.9% | $1,899+115.6% |
| Participant deferral / active EE | $0 | $1,709-100.0% | $3,585-100.0% | $3,046-100.0% |
| Admin fee / account holder | $74 | $109-31.9% | $4,255-98.3% | $91-18.1% |