See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
PGR SOLUTIONS, LLC5+ years Service code 17 · EIN 93-1253576 | Pension Consulting | $51,465 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $11,105 |
Filed as: RIVERSEDGE ADV RETIREMENT SOLUTIONS Service code 37 · EIN 27-1155910 | Loan Processing | $5,987 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,473 | $63,114+86.1% | $92,893+26.5% | $65,185+80.2% |
| Participation rate | 63.9% | 68.8%-4.9pp | 76.0%-12.1pp | 70.2%-6.3pp |
| Annual return | 20.85% | 28.75%-7.9pp | 109.41%-88.6pp | 29.38%-8.5pp |
| Employer contribution / active EE | $2,021 | $2,571-21.4% | $3,653-44.7% | $2,177-7.2% |
| Participant deferral / active EE | $4,719 | $3,108+51.8% | $4,236+11.4% | $3,514+34.3% |
| Admin fee / account holder | $476 | $624-23.6% | $5,794-91.8% | $847-43.8% |