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.2+ years Service code 15 · EIN 11-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NJ 10604 | Recordkeeping | $38,927 |
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 | $83,121 | $102,553-18.9% | $151,611-45.2% | $66,914+24.2% |
| Participation rate | 51.8% | 85.5%-33.7pp | 87.5%-35.7pp | 69.8%-18.0pp |
| Annual return | -13.96% | -10.82%-3.1pp | 3.33%-17.3pp | 1.58%-15.5pp |
| Employer contribution / active EE | $4,055 | $4,180-3.0% | $6,166-34.2% | $2,544+59.4% |
| Participant deferral / active EE | $6,755 | $6,641+1.7% | $8,363-19.2% | $4,237+59.4% |
| Admin fee / account holder | $215 | $630-65.9% | $11,616-98.1% | $593-63.7% |