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 27 4554 38TH AVE S STE A · FARGO, ND 58104 | Advisory (Plan) | $54,306 |
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA SERVICES, INC Service code 13 · EIN 13-3745616 5350 77 CENTER DR STE 200 · CHARLOTTE NC, NC 28217 | Contract Administrator | $11,095 |
Filed as: EMPOWER ANN INSURANCE COMP OF AMER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,817 |
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 | $394,898 | $102,317+286.0% | $146,958+168.7% | $80,856+388.4% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.2%+16.7pp | 67.6%+31.2pp |
| Annual return | 15.78% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.8pp |
| Employer contribution / active EE | $13,089 | $3,713+252.5% | $4,933+165.3% | $2,755+375.1% |
| Participant deferral / active EE | $10,121 | $6,644+52.3% | $8,070+25.4% | $4,296+135.6% |
| Admin fee / account holder | $555 | $7,941-93.0% | $12,998-95.7% | $6,918-92.0% |