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.3 years Filed as: PENTEGRA SERVICES INC. Service code 13 · EIN 13-3745616 | Contract Administrator | $20,028 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,271 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,822 | $80,724+18.7% | $103,333-7.3% | $74,495+28.6% |
| Participation rate | 98.6% | 65.7%+32.9pp | 74.5%+24.1pp | 67.2%+31.4pp |
| Annual return | 14.19% | 27.56%-13.4pp | 24.88%-10.7pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $5,090 | $3,157+61.2% | $3,868+31.6% | $2,623+94.1% |
| Participant deferral / active EE | $10,400 | $3,860+169.4% | $5,057+105.6% | $4,346+139.3% |
| Admin fee / account holder | $42 | $2,368-98.2% | $8,355-99.5% | $1,942-97.8% |