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 FINANCIAL3 years Service code 26 · EIN 20-2951773 | Advisory (Participants) | $13,540 |
PENTEGRA SERVICES, INC.4+ years Filed as: PENTEGRA SERVICES, INC Service code 15 · EIN 13-3745616 | Recordkeeping | $8,202 |
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 | $23,985 | $65,376-63.3% | $87,100-72.5% | $65,185-63.2% |
| Participation rate | 80.8% | 75.3%+5.5pp | 76.9%+3.9pp | 70.2%+10.6pp |
| Annual return | 22.21% | 31.27%-9.1pp | 28.19%-6.0pp | 29.38%-7.2pp |
| Employer contribution / active EE | $914 | $1,822-49.8% | $2,521-63.7% | $2,177-58.0% |
| Participant deferral / active EE | $1,788 | $3,388-47.2% | $4,049-55.8% | $3,514-49.1% |
| Admin fee / account holder | $291 | $520-43.9% | $7,497-96.1% | $847-65.6% |