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.4+ years Filed as: PENTEGRA RETIREMENT SERVICES, INC. Service code 15 · EIN 13-3745616 | Recordkeeping | $20,816 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,868 | $94,529-80.0% | $140,016-86.5% | $64,186-70.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -0.65% | 7.77%-8.4pp | 651.12%-651.8pp | 7.63%-8.3pp |
| Employer contribution / active EE | $1,406 | $3,812-63.1% | $5,606-74.9% | $2,381-40.9% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $154 | $6,741-97.7% | $10,705-98.6% | $4,888-96.8% |