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 9-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 Service code 15 · EIN 13-3745616 701 WESTCHESTER AVE. · WHITE PLAINS, NY 106043805 | Recordkeeping | $8,073 |
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 | $35,210 | $52,467-32.9% | $57,179-38.4% | $55,167-36.2% |
| Participation rate | 58.4% | 75.8%-17.4pp | 75.3%-16.9pp | 69.0%-10.6pp |
| Annual return | 9.15% | 7.72%+1.4pp | 14.59%-5.4pp | 169.23%-160.1pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,682-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,506 | $2,830-46.8% | $3,096-51.3% | $3,054-50.7% |
| Admin fee / account holder | $89 | $269-67.0% | $3,139-97.2% | $504-82.4% |