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.7+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $65,383 |
TRUTINA FINANCIAL7+ years Service code 27 · EIN 20-2951773 | Advisory (Plan) | $50,051 |
RELIANCE TRUST COMPANY6 years Service code 19 · EIN 58-1428634 | Securities Custodian | $14,474 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,653 | $50,956+7.3% | $96,562-43.4% | $86,799-37.0% |
| Participation rate | 91.7% | 65.2%+26.5pp | 69.8%+21.9pp | 72.3%+19.4pp |
| Annual return | 15.22% | 21.27%-6.0pp | 37.78%-22.6pp | 97.91%-82.7pp |
| Employer contribution / active EE | $1,004 | $1,111-9.6% | $2,356-57.4% | $2,405-58.3% |
| Participant deferral / active EE | $3,996 | $2,954+35.3% | $3,849+3.8% | $4,131-3.3% |
| Admin fee / account holder | $267 | $166+60.6% | $6,181-95.7% | $170+57.3% |