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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $91,328 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 · EIN 13-3745616 | Contract Administrator | $25,161 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC. Service code 13 · EIN 34-1319600 | Contract Administrator | $17,547 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755536 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,998 | $57,610+31.9% | $154,803-50.9% | $102,872-26.1% |
| Participation rate | 49.2% | 59.5%-10.2pp | 78.1%-28.8pp | 73.0%-23.8pp |
| Annual return | 18.12% | 30.49%-12.4pp | 58.88%-40.8pp | 19.06%-0.9pp |
| Employer contribution / active EE | $1,367 | $1,883-27.4% | $4,305-68.2% | $3,526-61.2% |
| Participant deferral / active EE | $3,533 | $2,914+21.2% | $5,540-36.2% | $5,535-36.2% |
| Admin fee / account holder | $239 | $368-35.0% | $14,329-98.3% | $292-18.2% |