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.5 years Filed as: PENTEGRA SERVICES, INC Service code 15 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Recordkeeping | $36,854 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,484 | $102,553+4.8% | $151,611-29.1% | $66,914+60.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -20.03% | -10.82%-9.2pp | 3.33%-23.4pp | 1.58%-21.6pp |
| Employer contribution / active EE | $8,315 | $4,180+98.9% | $6,166+34.9% | $2,544+226.8% |
| Participant deferral / active EE | $6,321 | $6,641-4.8% | $8,363-24.4% | $4,237+49.2% |
| Admin fee / account holder | $207 | $630-67.1% | $11,616-98.2% | $593-65.1% |