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 |
|---|---|---|
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA SERVICES, INC Service code 13 · EIN 13-3745616 5350 77 CENTER DR STE 200 · CHARLOTTE NC, NC 28217 | Contract Administrator | $2,330 |
Service code 27 4554 38TH AVE S STE A · FARGO, ND 58104 | Advisory (Plan) | $499 |
Filed as: EMPOWER ANN INSURANCE COMP OF AMER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $355,858 | $93,571+280.3% | $135,903+161.8% | $75,163+373.4% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.7pp | 67.2%+29.4pp |
| Annual return | 19.17% | 30.90%-11.7pp | 68.23%-49.1pp | 160.62%-141.4pp |
| Employer contribution / active EE | $14,730 | $3,537+316.5% | $4,856+203.3% | $2,670+451.7% |
| Participant deferral / active EE | $11,099 | $6,404+73.3% | $7,758+43.1% | $4,125+169.1% |
| Admin fee / account holder | $695 | $6,975-90.0% | $10,762-93.5% | $5,651-87.7% |