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.5+ years Filed as: PENTEGRA SERVICES INC. Service code 15 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $126,650 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,937 | $95,776-48.9% | $162,163-69.8% | $77,787-37.1% |
| Participation rate | 73.7% | 88.6%-15.0pp | 87.6%-13.9pp | 73.2%+0.5pp |
| Annual return | 31.77% | 37.03%-5.3pp | 115.59%-83.8pp | 32.57%-0.8pp |
| Employer contribution / active EE | $2,032 | $3,874-47.6% | $5,614-63.8% | $2,504-18.9% |
| Participant deferral / active EE | $3,655 | $6,125-40.3% | $7,298-49.9% | $3,967-7.9% |
| Admin fee / account holder | $132 | $88+50.0% | $10,843-98.8% | $100+31.4% |