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 | $67,984+73.0% | $65,493+79.6% | $74,304+58.3% |
| Participation rate | 97.1% | 66.3%+30.7pp | 73.1%+24.0pp | 60.3%+36.7pp |
| Annual return | 14.10% | 19.87%-5.8pp | 982.45%-968.3pp | 29.43%-15.3pp |
| Employer contribution / active EE | $2,777 | $2,491+11.4% | $2,574+7.9% | $2,241+23.9% |
| Participant deferral / active EE | $4,400 | $3,346+31.5% | $3,961+11.1% | $3,767+16.8% |
| Admin fee / account holder | $47 | $1,373-96.6% | $5,028-99.1% | $2,969-98.4% |