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 ADVISORS2+ years Service code 27 · EIN 80-0717897 | Advisory (Plan) | $37,047 |
SPECIALIZED PLAN ADMINISTRATORS2+ years Service code 15 · EIN 90-0713048 | Recordkeeping | $18,931 |
PENTEGRA SERVICES, INC.2+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $10,925 |
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 | $8,722 | $30,599-71.5% | $74,583-88.3% | $57,658-84.9% |
| Participation rate | 85.3% | 49.1%+36.1pp | 68.1%+17.2pp | 70.2%+15.0pp |
| Annual return | 4.71% | 14.24%-9.5pp | 20.47%-15.8pp | 5.13%-0.4pp |
| Employer contribution / active EE | $3,983 | $1,000+298.4% | $2,525+57.7% | $1,974+101.8% |
| Participant deferral / active EE | $0 | $1,805-100.0% | $3,458-100.0% | $3,061-100.0% |
| Admin fee / account holder | $112 | $98+14.2% | $4,138-97.3% | $95+18.4% |