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 Service code 15 · EIN 13-3745616 | Recordkeeping | $310,164 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,725 | $89,274-11.8% | $149,718-47.4% | $77,958+1.0% |
| Participation rate | 53.8% | 87.6%-33.8pp | 87.1%-33.2pp | 71.6%-17.8pp |
| Annual return | 5.42% | 20.36%-14.9pp | 1501.63%-1496.2pp | 20.87%-15.4pp |
| Employer contribution / active EE | $0 | $3,727-100.0% | $5,445-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $3,291 | $5,382-38.9% | $6,569-49.9% | $3,537-7.0% |
| Admin fee / account holder | $133 | $240-44.5% | $11,283-98.8% | $97+36.6% |