See peer percentile detail. $4.99 for your first month.
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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 27 300 E. WASHINGTON ST. STE 3 · EAST PEORIA, IL 61611 | Advisory (Plan) | $53,278 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,813 |
PENTEGRA SERVICES, INC.7 years Filed as: PENTEGRA RETIREMENT SERVICES Service code 13 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Contract Administrator | $6,460 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,076 | $61,058-19.6% | $71,209-31.1% | $85,563-42.6% |
| Participation rate | 57.3% | 58.6%-1.2pp | 73.8%-16.4pp | 66.0%-8.6pp |
| Annual return | 14.10% | 100.41%-86.3pp | 282.51%-268.4pp | 31.51%-17.4pp |
| Employer contribution / active EE | $1,151 | $2,199-47.7% | $2,721-57.7% | $2,654-56.6% |
| Participant deferral / active EE | $2,144 | $3,173-32.4% | $4,175-48.6% | $4,375-51.0% |
| Admin fee / account holder | $229 | $855-73.2% | $5,349-95.7% | $834-72.5% |