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.1 year Filed as: PENTEGRA TRUST COMPANY Service code 28 · EIN 13-4021417 | Investment Management | $52,630 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $25,800 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE BENEFITS LAW GROUP PLC Service code 24 620 COOLIDGE DRIVE · FOLSOM, CA 956303182 | Discretionary Trustee | $10,536 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC. Service code 15 · EIN 13-3745616 | Recordkeeping | $5,298 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,681 | $39,898-45.7% | $121,196-82.1% | $55,725-61.1% |
| Participation rate | 100.0% | 61.2%+38.8pp | 71.7%+28.3pp | 70.9%+29.1pp |
| Annual return | -5.64% | -0.96%-4.7pp | 16.93%-22.6pp | 244.93%-250.6pp |
| Employer contribution / active EE | $2,632 | $1,295+103.2% | $4,022-34.6% | $2,078+26.7% |
| Participant deferral / active EE | $0 | $2,439-100.0% | $3,344-100.0% | $3,356-100.0% |
| Admin fee / account holder | $247 | $95+159.6% | $5,019-95.1% | $115+114.4% |