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 9-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.9+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $120,020 |
TRUTINA FINANCIAL9+ years Service code 27 · EIN 20-2951773 | Advisory (Plan) | $1,015 |
RELIANCE TRUST COMPANY8 years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
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 | $53,316 | $53,165+0.3% | $86,188-38.1% | $74,419-28.4% |
| Participation rate | 59.6% | 64.9%-5.2pp | 69.0%-9.3pp | 70.7%-11.1pp |
| Annual return | 15.88% | 22.64%-6.8pp | 1168.45%-1152.6pp | 34.38%-18.5pp |
| Employer contribution / active EE | $1,120 | $1,210-7.4% | $2,380-52.9% | $2,637-57.5% |
| Participant deferral / active EE | $4,283 | $3,234+32.4% | $3,985+7.5% | $4,528-5.4% |
| Admin fee / account holder | $247 | $551-55.2% | $6,852-96.4% | $348-29.0% |