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.8+ years Filed as: PENTEGRA SERVICES INC. Service code 15 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Recordkeeping | $166,210 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,055 | $95,918-65.5% | $151,611-78.2% | $77,904-57.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -18.18% | -5.50%-12.7pp | 3.33%-21.5pp | 12.21%-30.4pp |
| Employer contribution / active EE | $2,475 | $4,330-42.8% | $6,166-59.9% | $2,848-13.1% |
| Participant deferral / active EE | $4,695 | $7,508-37.5% | $8,363-43.9% | $4,806-2.3% |
| Admin fee / account holder | $87 | $93-7.1% | $11,616-99.3% | $133-34.6% |