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 year Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $3,020 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,537 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,078 | $138,347-45.7% | $184,203-59.2% | $80,856-7.1% |
| Participation rate | 74.5% | 83.9%-9.4pp | 86.8%-12.4pp | 67.6%+6.8pp |
| Annual return | 25.90% | 20.02%+5.9pp | 28.81%-2.9pp | 35.59%-9.7pp |
| Employer contribution / active EE | $1,493 | $4,850-69.2% | $6,427-76.8% | $2,755-45.8% |
| Participant deferral / active EE | $4,333 | $7,071-38.7% | $9,131-52.6% | $4,296+0.9% |
| Admin fee / account holder | $4,321 | $10,483-58.8% | $13,901-68.9% | $6,918-37.5% |