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.8+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $516,744 |
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 | $84,285 | $95,918-12.1% | $151,611-44.4% | $77,904+8.2% |
| Participation rate | 86.6% | 88.7%-2.2pp | 87.5%-0.9pp | 73.7%+12.9pp |
| Annual return | -18.41% | -5.50%-12.9pp | 3.33%-21.7pp | 12.21%-30.6pp |
| Employer contribution / active EE | $2,479 | $4,330-42.7% | $6,166-59.8% | $2,848-12.9% |
| Participant deferral / active EE | $5,670 | $7,508-24.5% | $8,363-32.2% | $4,806+18.0% |
| Admin fee / account holder | $116 | $93+24.9% | $11,616-99.0% | $133-12.1% |