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 Service code 15 · EIN 13-3745616 | Recordkeeping | $391,589 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,875 | $80,354-3.1% | $133,980-41.9% | $63,975+21.7% |
| Participation rate | 53.3% | 87.5%-34.2pp | 87.1%-33.7pp | 71.1%-17.8pp |
| Annual return | 6.63% | 13.11%-6.5pp | 29.30%-22.7pp | 48.65%-42.0pp |
| Employer contribution / active EE | $0 | $3,503-100.0% | $5,211-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,811 | $5,239-46.3% | $6,282-55.2% | $3,356-16.2% |
| Admin fee / account holder | $167 | $69+140.9% | $9,324-98.2% | $70+137.1% |