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.8+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $65,728 |
TRUTINA FINANCIAL8+ years Service code 27 · EIN 20-2951773 | Advisory (Plan) | $46,856 |
RELIANCE TRUST COMPANY7 years Service code 19 · EIN 58-1428634 | Securities Custodian | $22,164 |
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 | $46,069 | $42,353+8.8% | $79,550-42.1% | $64,808-28.9% |
| Participation rate | 67.3% | 64.8%+2.5pp | 69.5%-2.2pp | 71.5%-4.2pp |
| Annual return | -14.51% | -12.24%-2.3pp | 0.16%-14.7pp | 32.82%-47.3pp |
| Employer contribution / active EE | $1,118 | $1,181-5.3% | $2,413-53.7% | $2,506-55.4% |
| Participant deferral / active EE | $4,176 | $3,170+31.7% | $3,985+4.8% | $4,310-3.1% |
| Admin fee / account holder | $279 | $160+74.8% | $6,832-95.9% | $188+48.6% |