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 3-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.1+ years Filed as: PENTEGRA SERVICES INC. Service code 13 5350 77 CENTER DR · CHARLOTTE, NC 28217 | Contract Administrator | $462 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,185 | $51,315+89.4% | $95,745+1.5% | $71,457+36.0% |
| Participation rate | 65.8% | 63.0%+2.8pp | 72.3%-6.5pp | 67.9%-2.1pp |
| Annual return | 18.09% | 25.26%-7.2pp | 28.35%-10.3pp | 28.85%-10.8pp |
| Employer contribution / active EE | $2,961 | $1,819+62.8% | $2,835+4.5% | $2,588+14.4% |
| Participant deferral / active EE | $4,397 | $3,358+30.9% | $4,245+3.6% | $4,289+2.5% |
| Admin fee / account holder | $357 | $1,137-68.6% | $5,678-93.7% | $1,587-77.5% |