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.3 years Filed as: PENTEGRA SERVICES INC Service code 13 5350 SEVENTY SEVEN CENTER DR STE 20 · CHARLOTTE, NC 28217 | Contract Administrator | $11,501 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,653 |
Service code 13 8515 EAST ORCHARD RD · GREENWOOD, CO 80111 | Contract Administrator | $7,017 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,921 | $84,936-64.8% | $111,297-73.1% | $79,386-62.3% |
| Participation rate | 44.3% | 75.9%-31.6pp | 77.3%-33.1pp | 70.7%-26.5pp |
| Annual return | 19.82% | 17.45%+2.4pp | 54.65%-34.8pp | 116.85%-97.0pp |
| Employer contribution / active EE | $1,113 | $1,979-43.8% | $2,731-59.2% | $2,427-54.2% |
| Participant deferral / active EE | $2,590 | $3,888-33.4% | $4,487-42.3% | $4,046-36.0% |
| Admin fee / account holder | $288 | $537-46.4% | $7,964-96.4% | $626-54.0% |