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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,886 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA SERVICES INC Service code 13 · EIN 13-3745616 | Contract Administrator | $23,023 |
Filed as: QBOX Service code 27 · EIN 46-2486380 | Advisory (Plan) | $14,195 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA SERVICES INC. Service code 13 | Contract Administrator | $2,580 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,265 | $61,058-45.5% | $71,209-53.3% | $85,563-61.1% |
| Participation rate | 86.7% | 58.6%+28.1pp | 73.8%+12.9pp | 66.0%+20.7pp |
| Annual return | 16.18% | 100.41%-84.2pp | 282.51%-266.3pp | 31.51%-15.3pp |
| Employer contribution / active EE | $1,197 | $2,199-45.6% | $2,721-56.0% | $2,654-54.9% |
| Participant deferral / active EE | $3,408 | $3,173+7.4% | $4,175-18.4% | $4,375-22.1% |
| Admin fee / account holder | $262 | $855-69.3% | $5,349-95.1% | $834-68.5% |