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.2 years Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Contract Administrator | $19,524 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC Service code 27 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Plan) | $11,147 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,047 |
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 a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,774 | $79,184-57.3% | $102,438-67.0% | $74,546-54.7% |
| Participation rate | 93.1% | 74.8%+18.4pp | 76.5%+16.6pp | 67.2%+25.9pp |
| Annual return | 8.88% | 54.95%-46.1pp | 29.37%-20.5pp | 1366.03%-1357.2pp |
| Employer contribution / active EE | $1,775 | $2,362-24.9% | $3,024-41.3% | $2,624-32.4% |
| Participant deferral / active EE | $2,645 | $4,414-40.1% | $5,054-47.7% | $4,347-39.2% |
| Admin fee / account holder | $207 | $2,001-89.7% | $9,448-97.8% | $1,944-89.3% |