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.4+ years Filed as: PENTEGRA RETIREMENT SERVICES, INC Service code 15 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 10604 | Recordkeeping | $10,108 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,409 | $43,999-3.6% | $79,464-46.6% | $55,725-23.9% |
| Participation rate | 40.9% | 66.9%-26.0pp | 73.3%-32.4pp | 70.9%-29.9pp |
| Annual return | -6.32% | 1.81%-8.1pp | 718.14%-724.5pp | 244.93%-251.3pp |
| Employer contribution / active EE | $1,878 | $1,830+2.6% | $2,800-32.9% | $2,078-9.6% |
| Participant deferral / active EE | $0 | $2,538-100.0% | $3,704-100.0% | $3,356-100.0% |
| Admin fee / account holder | $111 | $118-5.8% | $5,113-97.8% | $115-3.9% |