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.
| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.2+ years Filed as: PENTEGRA SERVICES INC Service code 13 · EIN 59-2298398 5350 77 CENTER DRIVE STEW 200 · CHARLOTTE, NC 28217 | Contract Administrator | $53,768 |
COMMONWEALTH FINANCIAL NETWORK2+ years Filed as: COMMONWEALTH EQUITY SERVICES Service code 27 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $34,024 |
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-4110995 383 MADISON AVENUE · NEW YORK, NY 10179 | Recordkeeping Fees | $16,307 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,377 | $88,890-67.0% | $102,423-71.3% | $77,643-62.2% |
| Participation rate | 90.3% | 80.9%+9.4pp | 76.5%+13.8pp | 70.6%+19.7pp |
| Annual return | 10.99% | 24.98%-14.0pp | 29.32%-18.3pp | 31.24%-20.3pp |
| Employer contribution / active EE | $3,126 | $2,698+15.9% | $3,023+3.4% | $2,726+14.7% |
| Participant deferral / active EE | $3,988 | $5,145-22.5% | $5,053-21.1% | $4,647-14.2% |
| Admin fee / account holder | $231 | $235-1.7% | $9,451-97.6% | $430-46.3% |