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 Filed as: PENTEGRA RETIREMENT SERVICES, INC Service code 15 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 10604 | Recordkeeping | $15,966 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,709 | $52,670-17.0% | $90,404-51.7% | $73,409-40.5% |
| Participation rate | 42.3% | 67.7%-25.4pp | 72.7%-30.4pp | 72.2%-29.9pp |
| Annual return | 12.25% | 20.70%-8.5pp | 1293.02%-1280.8pp | 59.29%-47.0pp |
| Employer contribution / active EE | $34 | $1,872-98.2% | $3,262-99.0% | $2,234-98.5% |
| Participant deferral / active EE | $1,917 | $2,807-31.7% | $3,963-51.6% | $3,805-49.6% |
| Admin fee / account holder | $115 | $117-1.4% | $5,611-97.9% | $158-27.1% |