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 Filed as: PENTEGRA RETIREMENT SERVICES, INC Service code 15 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 10604 | Recordkeeping | $22,491 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,561 | $58,264+14.2% | $86,612-23.2% | $71,457-6.9% |
| Participation rate | 69.2% | 65.0%+4.2pp | 71.7%-2.5pp | 67.9%+1.3pp |
| Annual return | 14.40% | 21.63%-7.2pp | 591.07%-576.7pp | 28.85%-14.4pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,656 | $3,436+6.4% | $4,438-17.6% | $4,289-14.7% |
| Admin fee / account holder | $176 | $1,057-83.4% | $5,614-96.9% | $1,587-88.9% |