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 14 · EIN 13-3745616 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $16,500 |
CAP FINANCIAL PARTNERS, LLC2 years Service code 51 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095734 | Investment Mgmt Fees | $16,219 |
VRAKAS ADVISORS6 years Service code 26 · EIN 83-1819454 7500 GREEN BAY ROAD · KENOSHA, WI 531424059 | Advisory (Participants) | $9,405 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,887 | $69,763+67.5% | $67,502+73.2% | $74,495+56.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 12.34% | -40.34%+52.7pp | 3512.12%-3499.8pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $4,130 | $2,704+52.7% | $2,731+51.2% | $2,623+57.4% |
| Participant deferral / active EE | $3,772 | $3,636+3.8% | $4,000-5.7% | $4,346-13.2% |
| Admin fee / account holder | $169 | $896-81.1% | $3,998-95.8% | $1,942-91.3% |