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 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Contract Administrator | $20,963 |
Filed as: EMPOWER ANN INS COMPANY OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,515 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,538 | $81,625+20.7% | $167,512-41.2% | $74,304+32.6% |
| Participation rate | 85.0% | 60.0%+24.9pp | 77.1%+7.9pp | 60.3%+24.6pp |
| Annual return | 16.20% | 26.09%-9.9pp | 1615.79%-1599.6pp | 29.43%-13.2pp |
| Employer contribution / active EE | $1,601 | $2,010-20.3% | $3,882-58.7% | $2,241-28.5% |
| Participant deferral / active EE | $5,059 | $4,115+22.9% | $6,405-21.0% | $3,767+34.3% |
| Admin fee / account holder | $198 | $3,474-94.3% | $9,769-98.0% | $2,969-93.3% |