Filed March 29, 2021
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 5-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+ years Service code 15 · EIN 11-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NJ 10604 | Recordkeeping | $20,962 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,114 | $121,341-29.0% | $189,513-54.6% | $79,386+8.5% |
| Participation rate | 93.7% | 86.1%+7.6pp | 87.8%+5.9pp | 70.7%+23.0pp |
| Annual return | 0.00% | 21.08%-21.1pp | 555.15%-555.2pp | 116.85%-116.9pp |
| Employer contribution / active EE | $3,065 | $3,915-21.7% | $6,162-50.3% | $2,427+26.3% |
| Participant deferral / active EE | $4,930 | $6,395-22.9% | $8,221-40.0% | $4,046+21.9% |
| Admin fee / account holder | $109 | $651-83.3% | $12,045-99.1% | $626-82.7% |