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 | $57,699 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 25-1409618 | Securities Custodian | $25,312 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES, INC Service code 15 · EIN 13-3745616 | Recordkeeping | $7,051 |
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 | $448,655 | $105,181+326.6% | $159,436+181.4% | $85,850+422.6% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.8%+13.8pp | 69.3%+27.3pp |
| Annual return | 15.30% | 45.07%-29.8pp | 263.57%-248.3pp | 318.53%-303.2pp |
| Employer contribution / active EE | $11,901 | $3,318+258.6% | $4,829+146.4% | $2,565+363.9% |
| Participant deferral / active EE | $9,454 | $5,945+59.0% | $7,352+28.6% | $3,952+139.2% |
| Admin fee / account holder | $738 | $6,933-89.4% | $10,799-93.2% | $6,260-88.2% |