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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $23,929 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,636 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SERVICES, INC Service code 14 · EIN 22-3319984 | Plan Administrator | $5,345 |
ADP BROKER-DEALER3 years Service code 99 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,208 | $108,549-58.4% | $156,263-71.1% | $85,563-47.2% |
| Participation rate | 59.8% | 77.1%-17.2pp | 78.9%-19.1pp | 66.0%-6.1pp |
| Annual return | 16.20% | 21.79%-5.6pp | 59.47%-43.3pp | 31.51%-15.3pp |
| Employer contribution / active EE | $1,406 | $2,690-47.7% | $4,333-67.6% | $2,654-47.0% |
| Participant deferral / active EE | $2,394 | $4,800-50.1% | $6,158-61.1% | $4,375-45.3% |
| Admin fee / account holder | $306 | $650-53.0% | $14,255-97.9% | $834-63.4% |