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.2 years 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,795 | $76,670-9.0% | $96,683-27.8% | $71,457-2.3% |
| Participation rate | 97.6% | 66.6%+31.0pp | 74.3%+23.3pp | 67.9%+29.7pp |
| Annual return | 17.35% | 48.29%-30.9pp | 35.69%-18.3pp | 28.85%-11.5pp |
| Employer contribution / active EE | $3,913 | $3,031+29.1% | $3,737+4.7% | $2,588+51.2% |
| Participant deferral / active EE | $9,900 | $3,771+162.5% | $4,878+102.9% | $4,289+130.8% |
| Admin fee / account holder | $45 | $2,028-97.8% | $6,730-99.3% | $1,587-97.1% |