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 FINANCIAL5 years Service code 26 · EIN 20-2951773 | Advisory (Participants) | $23,175 |
PENTEGRA SERVICES, INC.6+ years Filed as: PENTEGRA SERVICES, INC Service code 15 · EIN 13-3745616 | Recordkeeping | $20,923 |
RELIANCE TRUST COMPANY2 years Filed as: RELIANCE TRUST CO. Service code 19 · EIN 45-0404698 | Securities Custodian | $1,078 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,208 | $84,936-60.9% | $111,297-70.2% | $79,386-58.2% |
| Participation rate | 84.4% | 75.9%+8.6pp | 77.3%+7.1pp | 70.7%+13.7pp |
| Annual return | 16.54% | 17.45%-0.9pp | 54.65%-38.1pp | 116.85%-100.3pp |
| Employer contribution / active EE | $1,084 | $1,979-45.2% | $2,731-60.3% | $2,427-55.3% |
| Participant deferral / active EE | $2,265 | $3,888-41.7% | $4,487-49.5% | $4,046-44.0% |
| Admin fee / account holder | $356 | $537-33.8% | $7,964-95.5% | $626-43.2% |