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 Filed as: PENTEGRA RETIREMENT SERVICES, INC Service code 15 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 10604 | Recordkeeping | $22,386 |
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 | $59,835 | $51,197+16.9% | $82,719-27.7% | $66,914-10.6% |
| Participation rate | 68.0% | 67.8%+0.2pp | 72.6%-4.5pp | 69.8%-1.8pp |
| Annual return | -13.81% | -9.64%-4.2pp | 701.18%-715.0pp | 1.58%-15.4pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,512 | $3,458+1.6% | $4,395-20.1% | $4,237-17.1% |
| Admin fee / account holder | $175 | $416-57.9% | $5,329-96.7% | $593-70.5% |