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.7+ years Filed as: PENTEGRA SERVICES INC. Service code 15 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $155,654 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,594 | $118,337+128.7% | $189,513+42.8% | $93,030+190.9% |
| Participation rate | 0.0% | 89.1%-89.1pp | 87.8%-87.8pp | 73.9%-73.9pp |
| Annual return | 16.33% | 21.77%-5.4pp | 555.15%-538.8pp | 158.70%-142.4pp |
| Employer contribution / active EE | $2,385 | $4,204-43.3% | $6,162-61.3% | $2,706-11.8% |
| Participant deferral / active EE | $4,388 | $7,123-38.4% | $8,221-46.6% | $4,562-3.8% |
| Admin fee / account holder | $579 | $100+480.7% | $12,045-95.2% | $152+281.6% |