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 Service code 14 · EIN 13-3745616 | Plan Administrator | $7,003 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,263 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,616 | $64,705+81.8% | $62,929+86.9% | $67,986+73.0% |
| Participation rate | 97.1% | 65.6%+31.5pp | 73.1%+23.9pp | 57.2%+39.9pp |
| Annual return | 14.10% | 20.31%-6.2pp | 1063.93%-1049.8pp | 31.67%-17.6pp |
| Employer contribution / active EE | $2,777 | $2,376+16.9% | $2,505+10.9% | $2,019+37.5% |
| Participant deferral / active EE | $4,400 | $3,198+37.6% | $3,888+13.2% | $3,358+31.0% |
| Admin fee / account holder | $47 | $1,428-96.7% | $5,065-99.1% | $3,203-98.5% |