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 | Contract Administrator | $41,193 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 · EIN 13-3745616 | Contract Administrator | $37,430 |
Filed as: QBOX Service code 27 · EIN 46-2486380 | Advisory (Plan) | $13,178 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC. Service code 13 | Contract Administrator | $2,151 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,574 | $52,208-62.5% | $86,612-77.4% | $74,419-73.7% |
| Participation rate | 91.0% | 66.3%+24.6pp | 71.7%+19.3pp | 70.7%+20.2pp |
| Annual return | 11.86% | 44.46%-32.6pp | 591.07%-579.2pp | 34.38%-22.5pp |
| Employer contribution / active EE | $1,218 | $2,282-46.6% | $3,022-59.7% | $2,637-53.8% |
| Participant deferral / active EE | $3,499 | $3,383+3.4% | $4,438-21.1% | $4,528-22.7% |
| Admin fee / account holder | $257 | $319-19.4% | $5,614-95.4% | $348-26.2% |