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 |
|---|---|---|
PENTEGRA SERVICES, INC.1+ years Filed as: PENTEGRA RETIREMENT SERVICES, INC. Service code 15 · EIN 13-3745616 | Recordkeeping | $14,631 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $9,100 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,131 | $82,032-75.5% | $123,104-83.6% | $59,632-66.2% |
| Participation rate | 94.7% | 83.2%+11.5pp | 86.8%+7.9pp | 68.7%+26.0pp |
| Annual return | -4.41% | 5.12%-9.5pp | 13.22%-17.6pp | 2041.28%-2045.7pp |
| Employer contribution / active EE | $1,509 | $3,297-54.2% | $5,151-70.7% | $2,203-31.5% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,230-100.0% | $3,192-100.0% |
| Admin fee / account holder | $203 | $5,881-96.6% | $9,015-97.7% | $4,297-95.3% |