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 ADVISORS3+ years Service code 27 · EIN 80-0717897 | Advisory (Plan) | $37,748 |
SPECIALIZED PLAN ADMINISTRATORS3+ years Service code 15 · EIN 90-0713048 | Recordkeeping | $32,063 |
PENTEGRA SERVICES, INC.3+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $14,817 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,787 | $31,424-62.5% | $81,478-85.5% | $69,631-83.1% |
| Participation rate | 89.5% | 50.8%+38.7pp | 68.0%+21.6pp | 70.7%+18.8pp |
| Annual return | 9.23% | 22.44%-13.2pp | 38.78%-29.5pp | 27571.02%-27561.8pp |
| Employer contribution / active EE | $4,389 | $1,029+326.5% | $2,568+70.9% | $2,032+116.0% |
| Participant deferral / active EE | $0 | $1,838-100.0% | $3,537-100.0% | $3,224-100.0% |
| Admin fee / account holder | $144 | $103+40.4% | $4,561-96.8% | $110+30.4% |