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.6 years Service code 13 · EIN 13-3745616 | Contract Administrator | $37,335 |
Filed as: EMPOWER ANN INS COMPANY OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $1,403 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,957 | $65,390+49.8% | $169,368-42.2% | $71,457+37.1% |
| Participation rate | 92.4% | 67.0%+25.4pp | 77.1%+15.2pp | 67.9%+24.4pp |
| Annual return | 15.08% | 21.31%-6.2pp | 405.60%-390.5pp | 28.85%-13.8pp |
| Employer contribution / active EE | $1,545 | $2,079-25.7% | $4,013-61.5% | $2,588-40.3% |
| Participant deferral / active EE | $4,022 | $4,367-7.9% | $6,221-35.4% | $4,289-6.2% |
| Admin fee / account holder | $262 | $1,324-80.2% | $9,003-97.1% | $1,587-83.5% |