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.5+ years Filed as: PENTEGRA RETIREMENT SERVICES, INC. Service code 15 · EIN 13-3745616 701 WESTCHESTER AVE. · WHITE PLAINS, NY 106043805 | Recordkeeping | $16,097 |
Filed as: QUAD CITY INVESTMENT ADVISORS, LLC Service code 26 3551 7TH STREET, SUITE 104 · MOLINE, IL 612655436 | Advisory (Participants) | $6,191 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,673 | $73,638-76.0% | $95,952-81.6% | $73,488-76.0% |
| Participation rate | 89.0% | 76.2%+12.8pp | 77.1%+11.9pp | 70.7%+18.3pp |
| Annual return | 13.52% | 16.78%-3.3pp | 91.61%-78.1pp | 28.51%-15.0pp |
| Employer contribution / active EE | $1,036 | $1,863-44.4% | $2,541-59.2% | $2,270-54.4% |
| Participant deferral / active EE | $1,920 | $3,617-46.9% | $4,167-53.9% | $3,740-48.6% |
| Admin fee / account holder | $182 | $482-62.2% | $6,795-97.3% | $513-64.5% |