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.7+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $467,666 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,835 | $118,337-15.6% | $189,513-47.3% | $93,030+7.3% |
| Participation rate | 84.9% | 89.1%-4.2pp | 87.8%-2.9pp | 73.9%+11.0pp |
| Annual return | 100.07% | 21.77%+78.3pp | 555.15%-455.1pp | 158.70%-58.6pp |
| Employer contribution / active EE | $2,189 | $4,204-47.9% | $6,162-64.5% | $2,706-19.1% |
| Participant deferral / active EE | $4,896 | $7,123-31.3% | $8,221-40.4% | $4,562+7.3% |
| Admin fee / account holder | $99 | $100-1.1% | $12,045-99.2% | $152-35.0% |