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 ADVISORS4+ years Service code 27 · EIN 80-0717897 | Advisory (Plan) | $40,755 |
SPECIALIZED PLAN ADMINISTRATORS4+ years Service code 15 · EIN 90-0713048 | Recordkeeping | $34,482 |
PENTEGRA SERVICES, INC.4+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $16,075 |
Form 5500 reported that benefits due were not provided when due.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,495 | $44,473-76.4% | $76,523-86.3% | $55,725-81.2% |
| Participation rate | 76.1% | 51.0%+25.1pp | 68.0%+8.1pp | 70.9%+5.2pp |
| Annual return | -4.78% | -2.01%-2.8pp | -0.27%-4.5pp | 244.93%-249.7pp |
| Employer contribution / active EE | $0 | $1,101-100.0% | $2,647-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $1,988-100.0% | $3,835-100.0% | $3,356-100.0% |
| Admin fee / account holder | $203 | $134+51.2% | $4,848-95.8% | $115+76.0% |