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 Filed as: PENTEGRA RETIREMENT SERVICES, INC Service code 15 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 10604 | Recordkeeping | $21,930 |
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 | $47,165 | $58,290-19.1% | $98,442-52.1% | $86,799-45.7% |
| Participation rate | 44.9% | 68.3%-23.4pp | 73.3%-28.4pp | 72.3%-27.3pp |
| Annual return | 12.77% | 43.48%-30.7pp | 1492.73%-1480.0pp | 97.91%-85.1pp |
| Employer contribution / active EE | $0 | $2,008-100.0% | $2,960-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,091 | $3,152-33.7% | $4,276-51.1% | $4,131-49.4% |
| Admin fee / account holder | $123 | $138-11.0% | $5,949-97.9% | $170-27.7% |