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.1 year Filed as: PENTEGRA SERVICES INC. Service code 13 · EIN 13-3745616 | Contract Administrator | $15,243 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,400 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,855 | $64,119+13.6% | $112,228-35.1% | $66,914+8.9% |
| Participation rate | 98.5% | 68.5%+30.0pp | 75.1%+23.4pp | 69.8%+28.7pp |
| Annual return | -11.96% | -13.81%+1.8pp | 27.45%-39.4pp | 1.58%-13.5pp |
| Employer contribution / active EE | $4,944 | $3,005+64.5% | $3,635+36.0% | $2,544+94.3% |
| Participant deferral / active EE | $10,842 | $3,693+193.6% | $4,728+129.3% | $4,237+155.9% |
| Admin fee / account holder | $48 | $625-92.4% | $6,410-99.3% | $593-91.9% |