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 |
|---|---|---|
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA SERVICES INC. Service code 15 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $2,999 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES Service code 15 601 W. RIVERSIDE AVENUE · SPOKANE, WA 99201 | Recordkeeping | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,560 | $43,133-3.6% | $89,391-53.5% | $73,488-43.4% |
| Participation rate | 96.7% | 55.0%+41.7pp | 68.0%+28.7pp | 70.7%+26.0pp |
| Annual return | 15.33% | 135.66%-120.3pp | 245.62%-230.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $1,405 | $1,438-2.3% | $2,586-45.6% | $2,270-38.1% |
| Participant deferral / active EE | $3,214 | $2,445+31.5% | $3,890-17.4% | $3,740-14.1% |
| Admin fee / account holder | $239 | $444-46.1% | $4,881-95.1% | $513-53.4% |