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.6 years Filed as: PENTEGRA SERVICES, INC Service code 15 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Recordkeeping | $38,277 |
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 | $188,713 | $130,194+44.9% | $169,993+11.0% | $71,457+164.1% |
| Participation rate | 74.6% | 86.1%-11.5pp | 87.0%-12.4pp | 67.9%+6.7pp |
| Annual return | 21.97% | 20.37%+1.6pp | 53.37%-31.4pp | 28.85%-6.9pp |
| Employer contribution / active EE | $8,982 | $4,381+105.0% | $6,785+32.4% | $2,588+247.1% |
| Participant deferral / active EE | $6,656 | $6,923-3.9% | $10,408-36.0% | $4,289+55.2% |
| Admin fee / account holder | $304 | $966-68.5% | $12,815-97.6% | $1,587-80.9% |