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.
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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 Filed as: PENTEGRA RETIREMENT SERVICES Service code 13 5350 77 CENTER DR. · CHARLOTTE, NC 28217 | Contract Administrator | $24,861 |
Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,376 |
ASCENSUS LLC6 years Service code 37 · EIN 11-3665754 | Loan Processing | $23,030 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,898 | $62,327-11.9% | $120,354-54.4% | $74,495-26.3% |
| Participation rate | 100.0% | 56.8%+43.2pp | 71.9%+28.1pp | 67.2%+32.8pp |
| Annual return | 9.70% | 18.61%-8.9pp | 107.15%-97.5pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $1,511 | $1,843-18.0% | $3,463-56.4% | $2,623-42.4% |
| Participant deferral / active EE | $949 | $2,893-67.2% | $4,991-81.0% | $4,346-78.2% |
| Admin fee / account holder | $439 | $2,396-81.7% | $9,423-95.3% | $1,942-77.4% |