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 10-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 |
|---|---|---|
JAMES A. REICHERT2 years Service code 15 · EIN 84-0858799 | Recordkeeping | $32,447 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,235 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SERVICES, INC Service code 14 · EIN 13-3745616 | Plan Administrator | $5,591 |
ADP BROKER-DEALER1 year Service code 37 · EIN 22-3319984 | Loan Processing | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,908 | $132,049-28.9% | $200,582-53.2% | $74,304+26.4% |
| Participation rate | 84.6% | 84.1%+0.5pp | 86.9%-2.3pp | 60.3%+24.2pp |
| Annual return | 15.00% | 22.22%-7.2pp | 42.33%-27.3pp | 29.43%-14.4pp |
| Employer contribution / active EE | $2,711 | $4,558-40.5% | $6,419-57.8% | $2,241+21.0% |
| Participant deferral / active EE | $4,107 | $7,213-43.1% | $9,331-56.0% | $3,767+9.0% |
| Admin fee / account holder | $454 | $2,405-81.1% | $16,305-97.2% | $2,969-84.7% |