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.4 years Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $69,954 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,615 |
WITHUMSMITH+BROWN, PC4 years Filed as: RUBIN BROWN LLP Service code 10 PO BOX 790379 · ST. LOUIS, MO 63179 | Accounting | $21,700 |
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 | $71,476 | $92,055-22.4% | $106,213-32.7% | $77,643-7.9% |
| Participation rate | 52.5% | 81.0%-28.5pp | 75.3%-22.8pp | 70.6%-18.0pp |
| Annual return | 12.25% | 17.91%-5.7pp | 116.14%-103.9pp | 31.24%-19.0pp |
| Employer contribution / active EE | $1,625 | $3,367-51.7% | $3,171-48.8% | $2,726-40.4% |
| Participant deferral / active EE | $2,518 | $5,386-53.2% | $5,016-49.8% | $4,647-45.8% |
| Admin fee / account holder | $237 | $219+8.0% | $11,033-97.9% | $430-45.0% |