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 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,157 | $136,307+8.0% | $177,821-17.2% | $73,488+100.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 16.10% | 18.68%-2.6pp | 48.32%-32.2pp | 28.51%-12.4pp |
| Employer contribution / active EE | $7,929 | $3,712+113.6% | $5,918+34.0% | $2,270+249.3% |
| Participant deferral / active EE | $6,528 | $5,829+12.0% | $7,714-15.4% | $3,740+74.6% |
| Admin fee / account holder | $442 | $596-25.7% | $12,427-96.4% | $513-13.8% |