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 Service code 15 · EIN 13-3745616 | Recordkeeping | $365,435 |
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 | $83,582 | $110,699-24.5% | $177,821-53.0% | $90,288-7.4% |
| Participation rate | 69.9% | 88.3%-18.5pp | 87.7%-17.8pp | 73.4%-3.5pp |
| Annual return | 9.22% | 22.79%-13.6pp | 48.32%-39.1pp | 53.97%-44.7pp |
| Employer contribution / active EE | $2,054 | $4,118-50.1% | $5,918-65.3% | $2,524-18.6% |
| Participant deferral / active EE | $4,692 | $6,731-30.3% | $7,714-39.2% | $4,232+10.9% |
| Admin fee / account holder | $130 | $90+44.9% | $12,427-99.0% | $114+14.4% |