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 |
|---|---|---|
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $11,500 |
PENTEGRA SERVICES, INC.2+ years Filed as: PENTEGRA RETIREMENT SERVICES, INC. Service code 15 · EIN 13-3745616 | Recordkeeping | $5,120 |
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 | $19,951 | $87,841-77.3% | $133,980-85.1% | $62,891-68.3% |
| Participation rate | 89.5% | 83.4%+6.2pp | 87.1%+2.5pp | 69.3%+20.2pp |
| Annual return | 18.75% | 12.05%+6.7pp | 29.30%-10.5pp | 20.14%-1.4pp |
| Employer contribution / active EE | $1,289 | $3,483-63.0% | $5,211-75.3% | $2,281-43.5% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $123 | $5,371-97.7% | $9,324-98.7% | $4,296-97.1% |