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 15 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $128,374 | $98,982+29.7% | $162,163-20.8% | $65,185+96.9% |
| Participation rate | 99.0% | 85.8%+13.3pp | 87.6%+11.5pp | 70.2%+28.8pp |
| Annual return | 23.78% | 24.84%-1.1pp | 115.59%-91.8pp | 29.38%-5.6pp |
| Employer contribution / active EE | $7,508 | $3,467+116.6% | $5,614+33.7% | $2,177+244.9% |
| Participant deferral / active EE | $5,426 | $5,384+0.8% | $7,298-25.7% | $3,514+54.4% |
| Admin fee / account holder | $342 | $596-42.7% | $10,843-96.8% | $847-59.7% |