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 |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 503920001 | Contract Administrator | $66,581 |
PENTEGRA SERVICES, INC.3 years Filed as: APS MANAGEMENT GROUP, INC. Service code 17 · EIN 46-5571756 3625 DEL AMO BLVD., SUITE 190 · TORRANCE, CA 90503 | Pension Consulting | $23,394 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,772 | $90,621-81.5% | $120,225-86.0% | $103,975-83.9% |
| Participation rate | 17.1% | 53.5%-36.3pp | 69.6%-52.4pp | 72.5%-55.4pp |
| Annual return | 21.17% | 16.48%+4.7pp | 439.23%-418.1pp | 19.41%+1.8pp |
| Employer contribution / active EE | $340 | $4,227-92.0% | $3,475-90.2% | $3,722-90.9% |
| Participant deferral / active EE | $618 | $3,312-81.3% | $3,999-84.5% | $5,343-88.4% |
| Admin fee / account holder | $177 | $428-58.6% | $5,696-96.9% | $332-46.7% |