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.2 years Filed as: PENTEGRA SERVICES INC. Service code 13 6830 COMMERCE CT DR · BLACKLICK, OH 430049297 | Contract Administrator | $9,335 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 1920 MAIN STREET STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $8,138 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,268 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,844 | $53,901-66.9% | $134,143-86.7% | $73,488-75.7% |
| Participation rate | 65.6% | 62.8%+2.8pp | 72.2%-6.6pp | 70.7%-5.1pp |
| Annual return | 14.40% | 15.82%-1.4pp | 36.33%-21.9pp | 28.51%-14.1pp |
| Employer contribution / active EE | $282 | $1,458-80.7% | $3,704-92.4% | $2,270-87.6% |
| Participant deferral / active EE | $1,694 | $2,739-38.2% | $3,499-51.6% | $3,740-54.7% |
| Admin fee / account holder | $129 | $581-77.7% | $6,684-98.1% | $513-74.8% |