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 7-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 |
|---|---|---|
TRUTINA FINANCIAL1 year Service code 26 · EIN 20-2951773 | Advisory (Participants) | $10,179 |
PENTEGRA SERVICES, INC.2+ years Filed as: PENTEGRA SERVICES, INC Service code 15 · EIN 13-3745616 | Recordkeeping | $6,966 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,479 | $67,606-68.2% | $82,313-73.9% | $70,131-69.4% |
| Participation rate | 82.5% | 72.8%+9.7pp | 76.9%+5.6pp | 69.5%+12.9pp |
| Annual return | 14.33% | 21.57%-7.2pp | 25.88%-11.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $962 | $1,755-45.2% | $2,428-60.4% | $2,342-58.9% |
| Participant deferral / active EE | $1,652 | $2,987-44.7% | $3,706-55.4% | $3,332-50.4% |
| Admin fee / account holder | $208 | $4,512-95.4% | $5,608-96.3% | $4,645-95.5% |