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 8-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.2 years Service code 13 5350 SEVENTY-SEVEN CENTER DR. · CHARLOTTE, NC 28217 | Contract Administrator | $73,616 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,862 |
WITHUMSMITH+BROWN, PC2 years Filed as: RUBIN BROWN LLP Service code 10 PO BOX 790379 · ST. LOUIS, MO 63179 | Accounting | $27,250 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,510 | $81,908-29.8% | $90,749-36.6% | $64,808-11.3% |
| Participation rate | 52.7% | 80.5%-27.8pp | 75.7%-23.0pp | 71.5%-18.8pp |
| Annual return | -4.10% | -12.53%+8.4pp | -12.16%+8.1pp | 32.82%-36.9pp |
| Employer contribution / active EE | $1,358 | $3,065-55.7% | $2,921-53.5% | $2,506-45.8% |
| Participant deferral / active EE | $2,204 | $4,840-54.5% | $4,564-51.7% | $4,310-48.9% |
| Admin fee / account holder | $251 | $157+59.8% | $8,445-97.0% | $188+33.7% |