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 Service code 15 · EIN 13-3745616 | Recordkeeping | $343,329 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,849 | $95,776-16.6% | $162,163-50.8% | $77,787+2.7% |
| Participation rate | 64.3% | 88.6%-24.3pp | 87.6%-23.2pp | 73.2%-8.9pp |
| Annual return | 24.97% | 37.03%-12.1pp | 115.59%-90.6pp | 32.57%-7.6pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $5,614-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $3,620 | $6,125-40.9% | $7,298-50.4% | $3,967-8.7% |
| Admin fee / account holder | $130 | $88+48.6% | $10,843-98.8% | $100+30.2% |