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 13 · EIN 45-0134280 | Contract Administrator | $57,592 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $25,359 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 25-1409618 | Securities Custodian | $17,464 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $375,163 | $98,750+279.9% | $149,696+150.6% | $79,858+369.8% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.5%+16.4pp | 69.6%+29.2pp |
| Annual return | 140.43% | 27.43%+113.0pp | 276.60%-136.2pp | 31.71%+108.7pp |
| Employer contribution / active EE | $14,322 | $3,216+345.3% | $4,644+208.4% | $2,471+479.6% |
| Participant deferral / active EE | $9,359 | $5,680+64.8% | $6,842+36.8% | $3,740+150.2% |
| Admin fee / account holder | $777 | $6,053-87.2% | $9,309-91.7% | $5,306-85.4% |