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 | $57,096 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 25-1409618 | Securities Custodian | $21,316 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES, INC Service code 15 · EIN 13-3745616 | Recordkeeping | $15,867 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $354,916 | $82,664+329.3% | $125,339+183.2% | $68,494+418.2% |
| Participation rate | 86.5% | 75.0%+11.4pp | 82.4%+4.1pp | 67.9%+18.6pp |
| Annual return | -20.54% | -5.97%-14.6pp | 572.05%-592.6pp | -7.84%-12.7pp |
| Employer contribution / active EE | $10,765 | $3,381+218.4% | $4,814+123.6% | $2,596+314.6% |
| Participant deferral / active EE | $8,871 | $6,110+45.2% | $7,446+19.1% | $4,027+120.3% |
| Admin fee / account holder | $681 | $6,275-89.2% | $10,010-93.2% | $5,403-87.4% |