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 6-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 |
|---|---|---|
TRUTINA FINANCIAL2+ years Service code 27 · EIN 20-2951773 | Advisory (Plan) | $34,231 |
PENTEGRA SERVICES, INC.2+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $28,855 |
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 | $25,326 | $81,474-68.9% | $133,956-81.1% | $73,488-65.5% |
| Participation rate | 93.9% | 76.4%+17.6pp | 79.8%+14.1pp | 70.7%+23.2pp |
| Annual return | 13.25% | 19.40%-6.2pp | 45.09%-31.8pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,356 | $2,209-38.6% | $3,919-65.4% | $2,270-40.3% |
| Participant deferral / active EE | $3,148 | $3,786-16.9% | $5,048-37.6% | $3,740-15.8% |
| Admin fee / account holder | $234 | $713-67.2% | $8,927-97.4% | $513-54.5% |