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.4 years Filed as: PENTEGRA SERVICES, INC Service code 15 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Recordkeeping | $70,751 |
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 | $143,636 | $121,341+18.4% | $189,513-24.2% | $79,386+80.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 16.80% | 21.08%-4.3pp | 555.15%-538.3pp | 116.85%-100.0pp |
| Employer contribution / active EE | $8,483 | $3,915+116.7% | $6,162+37.7% | $2,427+249.5% |
| Participant deferral / active EE | $6,561 | $6,395+2.6% | $8,221-20.2% | $4,046+62.2% |
| Admin fee / account holder | $439 | $651-32.5% | $12,045-96.4% | $626-29.8% |