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 | $40,771 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC Service code 13 · EIN 13-3745616 | Contract Administrator | $26,656 |
Filed as: QBOX Service code 27 · EIN 46-2486380 | Advisory (Plan) | $13,743 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC. Service code 13 | Contract Administrator | $2,450 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $28,789 | $65,908-56.3% | $81,812-64.8% | $77,643-62.9% |
| Participation rate | 73.4% | 65.8%+7.6pp | 72.3%+1.1pp | 70.6%+2.9pp |
| Annual return | 13.65% | 26.64%-13.0pp | 773.79%-760.1pp | 31.24%-17.6pp |
| Employer contribution / active EE | $1,991 | $2,370-16.0% | $2,912-31.6% | $2,726-27.0% |
| Participant deferral / active EE | $2,923 | $3,505-16.6% | $4,319-32.3% | $4,647-37.1% |
| Admin fee / account holder | $315 | $526-40.2% | $7,386-95.7% | $430-26.9% |