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 |
|---|---|---|
Filed as: CURI RMB CAPITAL, LLC Service code 99 · EIN 59-3792751 | Other Fees | $34,692 |
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA SERVICES INC DBA PENTEGRA Service code 49 | Other Services | $17,056 |
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA SERVICES INC Service code 49 5350 77 CENTER DR STE 200 · CHARLOTTE, NC 28217 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,649 | $46,464+142.4% | $150,298-25.0% | $79,634+41.5% |
| Participation rate | 79.2% | 57.0%+22.2pp | 77.8%+1.4pp | 62.5%+16.7pp |
| Annual return | 16.26% | 27.89%-11.6pp | 62.79%-46.5pp | 36.46%-20.2pp |
| Employer contribution / active EE | $3,370 | $1,512+123.0% | $4,154-18.9% | $2,529+33.3% |
| Participant deferral / active EE | $3,909 | $2,157+81.3% | $5,453-28.3% | $3,835+1.9% |
| Admin fee / account holder | $102 | $891-88.6% | $14,116-99.3% | $1,002-89.8% |