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.9+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $571,073 |
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 | $162,853 | $112,686+44.5% | $169,993-4.2% | $80,160+103.2% |
| Participation rate | 53.1% | 87.4%-34.3pp | 87.0%-33.9pp | 72.9%-19.8pp |
| Annual return | 50.70% | 67.04%-16.3pp | 53.37%-2.7pp | 40.38%+10.3pp |
| Employer contribution / active EE | $2,068 | $4,481-53.8% | $6,785-69.5% | $2,978-30.5% |
| Participant deferral / active EE | $5,222 | $7,876-33.7% | $10,408-49.8% | $5,017+4.1% |
| Admin fee / account holder | $171 | $99+72.2% | $12,815-98.7% | $145+17.8% |