Filed February 10, 2025
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 |
|---|---|---|
PENTEGRA SERVICES, INC.10+ years Service code 13 · EIN 13-3745616 | Contract Administrator | $13,699 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 · EIN 84-1233483 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,835 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,077 | $122,239-63.9% | $184,203-76.1% | $74,495-40.8% |
| Participation rate | 86.5% | 85.5%+1.0pp | 86.8%-0.4pp | 67.2%+19.3pp |
| Annual return | 15.42% | 19.95%-4.5pp | 28.81%-13.4pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $1,847 | $4,537-59.3% | $6,427-71.3% | $2,623-29.6% |
| Participant deferral / active EE | $3,259 | $7,139-54.4% | $9,131-64.3% | $4,346-25.0% |
| Admin fee / account holder | $95 | $1,260-92.4% | $13,901-99.3% | $1,942-95.1% |