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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.6+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $39,922 |
MILLER KAPLAN ARASE LLP3 years Service code 10 · EIN 95-2036255 | Accounting | $28,300 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,689 | $54,121-50.7% | $134,143-80.1% | $73,409-63.6% |
| Participation rate | 87.3% | 64.4%+23.0pp | 72.2%+15.2pp | 72.2%+15.2pp |
| Annual return | 9.33% | -312.52%+321.9pp | 36.33%-27.0pp | 59.29%-50.0pp |
| Employer contribution / active EE | $2,110 | $1,402+50.5% | $3,704-43.0% | $2,234-5.5% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,499-100.0% | $3,805-100.0% |
| Admin fee / account holder | $181 | $132+37.1% | $6,684-97.3% | $158+14.9% |